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Andrew Herzog, CFP®️, EA Associate Wealth Manager

Andrew is a CERTIFIED FINANCIAL PLANNER® and Enrolled Agent (EA) with recognition in leading financial publications, including CNBC and Fortune magazine. He provides clients with strategic financial planning services designed to achieve their personal and financial objectives. Prior to joining The Watchman Group, Andrew worked with various registered investment advisors in the Dallas area on tax planning, estate planning, insurance, and portfolio management. Andrew grew up in Dallas with his older brother, Taylor, earned his BA in Business Leadership from the University of Dallas, and has settled down in Irving with his wife and two children. Outside the office, Andrew spends quality time with his family, tackles home improvement projects, and daydreams about his next trip to Hawaii.

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