“I started working with Andrew in 2024 when I first joined the Waterloo Team. He has been more than a pleasure to work with, and I have not only found a work colleague, but a friend for life.” – Wendy Cook, Client Associate at Waterloo.
Andrew Johnsen brings energy, creativity, and a client-first mindset to his role as a Financial Advisor at Waterloo, where he has been making a lasting impact since joining the firm in 2022. Born in Chicago and raised in the Dallas area, Andrew combines Midwest warmth with Texas tenacity, offering a unique blend of professionalism and approachability.
Before joining Waterloo, Andrew spent eight successful years at Merrill Lynch, where he honed his expertise in investment strategy and wealth management. That experience laid the foundation for his distinctive, “outside-the-box” approach to financial advising. He’s known for crafting personalized, innovative strategies that align closely with each client’s goals, ambitions, and lifestyle—not just their portfolios.
Andrew is not only passionate about investments but also about people. His clients and colleagues often describe him as energetic, insightful, and incredibly dedicated. Whether he’s working with long-time investors or guiding someone through their first major financial decision, Andrew brings enthusiasm and clarity to every conversation.
Outside of the office, Andrew leads a full and adventurous life. A self-proclaimed car enthusiast and avid traveler, he thrives on exploring new cultures and pushing the limits—both on the road and in life. His dynamic personality and zest for living are a perfect match for the high-performance world of finance.
Teamwork is at the core of Andrew’s philosophy. He deeply values collaboration and fosters a supportive, empowering environment among his colleagues. Those who work with him often comment on his positive energy and willingness to go above and beyond for the team.
Andrew’s insights and success have not gone unnoticed. He has been featured in various financial publications and has appeared on industry podcasts, where he shares his expertise in investment strategy and client relationship management.
At his core, Andrew is driven by a genuine care for people—his clients, his colleagues, and his community. With his forward-thinking mindset and strong commitment to excellence, he continues to be a vital part of the Waterloo team.