The Team

Lochner & Associates

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Andrew Lochner

Andrew Lochner

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

BS Bachelor of Science, St. Norbert College, DePere, WI, CERTIFIED FINANCIAL PLANNER™ practitioner, The American College, 2007
CA Insurance #0L32114

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Our Staff

Brianna Gardner

Brianna Gardner

Paraplanner

Melissa Kokott

Melissa Kokott

Client Service Coordinator