I grew up in a small-town, working-class family and remember my dad once clocking 202 hours on a two-week manual labor paycheck. Despite his hard work, we still lived by meager means. Dad often told me he wished someone had educated him earlier in life about the importance of saving and investing. As an advisor, I can do just that: educate and help people achieve their financial goals.

I have always enjoyed making complex things simpler and more organized, so for nearly 20 years I have worked with clients on holistic investment planning, including asset management, retirement planning, insurance planning, and estate planning strategies. With extensive experience throughout major shifts in the markets, it is most rewarding to give my clients confidence by helping to piece together their financial puzzle.

I graduated summa cum laude with bachelor’s degrees in finance and economics from the University of St. Thomas as an Aquinas Scholar.

In the community, I am a Founding Board Member of the New Prague Area Education Foundation and served as its President for three years. Currently, I serve as President of the New Prague Utilities Commission, and I am a member of the New Prague and Elko New Market Chambers of Commerce. I am also an active Rotarian, a Paul Harris Fellow, and former Rotarian of the Year for the Rotary Club of New Prague, where I served two terms as President.

My wife, Dara, is a high school language arts teacher and we live in New Prague with our two wonderful daughters. Our family enjoys being in nature and going on weekend adventures. I am an avid golfer and have been a member of the New Prague Golf Club since 2002.

With more than 35 years of financial services experience, I ensure that clients’ operational, administrative, and trading needs are handled accurately and quickly.  I handle the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, setting appointments, and answering questions regarding statements and documents.  Andy Beckius - Relationship Manager and I are the first to call if you have questions about your investment planning process; we’ll ensure that your needs are responded to promptly.

My husband and I have 2 children and 5 grandchildren. We love to get together at our family cabin north of Alexandria whenever we can. We also like to travel in the winter to warm getaways and escape a little of the cold. 

Andy started in the financial services industry in 2009 as a Business Banker, working for over a decade before joining Dan in July of 2020 as a Client Associate.

At Bishop Investments, a TrueJourney company, Andy continues to foster client relationships.  His focus is on communication: being in the office every day for clients, answering questions, and calming worries when markets are turbulent.  Andy enjoys and excels at giving clients the peace of mind they expect from their investment team.

Outside of the office, Andy enjoys spending time with his wife and three children… usually on the hockey rink, baseball diamond, or football field!  In addition, Andy serves on the New Prague Arts Council, the New Prague High School Hockey Board, and the Pat Beckius Memorial Foundation.