Andy Kuhl
- Manager, Eisner Advisory Group LLC
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Andy Kuhl is a Manager and Certified Public Accountant with more than 5 years of experience and holds Series 7 and Series 66 registrations.
Whether managing an account transfer, evaluating options for retirement savings and debt payoffs, or implementing new strategies, Andy brings a client-first and tax-conscious focus to his work on behalf of wealth management clients.
Andy specializes in delivering outstanding client service and operations, with a goal of enhancing communication and helping his working professional and retiree clients feel at ease. He helps clients with liquidity requests, opening new accounts, and working through a variety of situations and issues.
Andy served as client service and operations manager of Lurie Wealth Advisors (LWA) prior to Lurie’s merger with EisnerAmper in 2022. LWA was named to Accounting Today’s annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services.
Specialties
- Client Service
- Operations
- Tax Planning
- Relationship Management
Credentials & Education
- Certified Public Accountant (CPA)
- Saint John’s University: BA, Accounting
Affiliations
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants