portrait of Andrew D Lotz

About Andrew

As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money.

Working closely with you, your CPA, attorney and other professionals, I can help determine the more appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

As a graduate of Bowling Green State University and the University of Strasbourg in France, I began my career as the lead inventory analyst for Libbey Glass in Toledo. I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • New Investors
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Bowling Green State UniversityBachelors

Personal Interests

  • Personal Fitness
  • Pets
  • Music
  • Traveling
  • Movies & Entertainment

Team Members

  • Kara Bashlieva
    Sr. Branch Office Administrator
  • Donna Weber
    Sr. Branch Office Administrator
  • Schelby Bushong
    Branch Office Administrator
  • Lindsay Dodds
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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