Broker Check
Andrew J. Douglas, CFP®, AWMA™, CRPC™

Andrew J. Douglas, CFP®, AWMA™, CRPC™

Senior Wealth Advisor, President

Andrew got his start in the financial services industry after retiring from playing professional baseball in the Chicago White Sox minor league organization. After witnessing firsthand the devastating effect bad financial advice can have on a family and the generational turmoil it can cause, he shifted his focus and dedication to actively helping those who were in search of financial leadership and guidance. He began his career at one of the top wire houses on Wall Street and, as time passed, he realized that the era of the 'stockbroker' was over and that clients wanted and needed someone who was a subject level expert in all areas of their financial lives and who had the leadership abilities to guide them through the ever-changing landscape of markets and life. Over his career Andrew has earned several professional designations the have added to his expertise in the area of financial planning and is proud to be a Chartered Retirement Planning Counselor™ professional, Accredited Wealth Management Advisor™ professional, and a CERTIFIED FINANCIAL PLANNER™ practitioner.

Andrew was chosen by Walt Bishop, founder of Bishop Associates, to take the helm of the organization and lead the clients whom Walt has faithfully served over the last 40+ years. Andrew's mandate is to continue Walt's legacy by administering expert guidance with an abundance of love and care.

Andrew has been married to his wife, Kara, for 8 years and they have three children: Drew, Ella, and William. He enjoys competitive sports (particularly baseball and softball), fishing, and being the Chief Fun Officer around the house.


Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo, as well as the Chartered Retirement Planning Counselor™, CRPC™, and CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.