Andrew Stewart

Tax Manager/Wealth Advisor at Lucas Group CPAs + Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Freeport, US
Skills

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Experience

  • Lucas Group CPAs + Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Manager/Wealth Advisor
      • Sep 2016 - Present

      Freeport, IL Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Lucas Group Financial is independent of Regal Investment Advisors.

  • BTL Capital Management
    • Wealth Adviser
      • Dec 2016 - Dec 2018

      Freeport, Illinois

  • Beggin Tipp Lamm LLC
    • Accounting
    • 1 - 100 Employee
    • Accountant/Tax Preparer
      • Sep 2016 - Dec 2018

  • Holmertz-Parsons, CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Accountant/Tax Preparer
      • Oct 2003 - Sep 2016

      Prepared Tax Returns and Financial Statements for Individuals and Businesses.

  • Amcore Financial Inc
    • United States
    • Manufacturing
    • Internship
      • Mar 2003 - Oct 2003

      Balancing entries, etc

Education

  • Rockford University
    Bachelor of Science, Accounting
    2000 - 2004
  • Freeport High School
    Diploma
    1996 - 2000

Community

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