My primary responsibility is to build and deepen client relationships by delivering thoughtful, comprehensive financial advice across investments, tax strategy, retirement, estate planning, and risk management. I proactively guide clients through important decisions, provide ongoing plan updates and portfolio oversight, and collaborate with centers of influence and my team to deliver a high-quality, seamless client experience while supporting the firm’s growth. *
Why I Do This
My background gives me a strong understanding of markets and how to communicate complex investment ideas clearly, helping clients stay disciplined, make confident decisions, and remain focused on their long-term goals. I am motivated by the responsibility that comes with this role. Clients are trusting me with decisions that impact their families, their retirement, and their peace of mind. I’m also driven by continuous improvement, both in how I advise and how I build relationships. What excites me about the business is the opportunity to be proactive and make a real impact. Building lasting relationships, solving complex problems, and growing something meaningful over time is what makes this work energizing for me.
What I Bring to the Table
I have worked in the financial services industry for 10 years and was formerly employed at BNY Mellon, Manning & Napier and most recently at Sage, Rutty & Co. Inc. I graduated from Duquesne University with a Bachelor of Science in Business Administration, and hold Series 6, 7, 63, and 65 licenses. In 2024, I became a CERTIFIED FINANCIAL PLANNER® professional.
The greatest value I provide is clarity and confidence. I help clients simplify complex financial decisions and connect all aspects of their plan—investments, taxes, cash flow, and long-term goals—so they can move forward with a clear strategy and peace of mind.
The Personal Side
I was drawn to the financial industry because it combines analytical thinking with the opportunity to make a meaningful difference in people’s lives. Growing up in a family business shaped my work ethic and instilled strong values around trust, accountability, and long‑term relationships.
I was born and raised in Rochester, and what stands out most to me is how tight‑knit the community is and how much people genuinely look out for one another. That sense of connection reinforced early on how important relationships and community are, and it continues to influence how I approach both life and my work with clients. I’m also actively involved with the Rochester Junior Builder’s Exchange, where I enjoy building strong local relationships and staying connected to the broader business community.
Family is at the center of everything I do. My wife, Lindsey, and our daughter, Lacey, are my greatest priorities and a constant reminder of what truly matters. Being a husband and a dad has deepened my understanding of the goals and responsibilities my clients are working toward and motivates me every day to help families plan, protect, and build for the future. Outside of work, I enjoy anything that gets me outdoors—especially hiking in the Adirondacks—as well as golfing, exploring new restaurants, and spending time with family and friends. Staying active, enjoying good food, and sharing experiences with the people I care about helps me stay balanced and energized.
*Please note, Andy Schuler is not affiliated with LPL Financial.