Andy Reynolds, CFP®, CEPA®, MBA

Partner, COO

andy@ballastplan.com

Born and raised in Columbus, Indiana, Andy grew up in a family built on two fundamentals: give to others, and be the best version of yourself. He and his wife, Laura, have carried those same values into raising their children, Harper, Emma Kate, Caroline, and Mack. Whether with family, clients or colleagues, Andy’s greatest sense of achievement comes from helping others reach their goals.

Andy earned a Bachelor of Science degree from Centre College and a Master of Business Administration from the University of Kentucky, later becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. As a Certified Exit Planning Advisor® (CEPA®), he helps business owners plan for what’s next, advising on business growth and exit strategy, personal financial planning and personal life planning beyond the business. The intentional pursuit of all three, Andy believes, is what allows business owners to live a more fruitful and fulfilled life.

For Andy, the work is more than a job. The combination of a service-based yet highly technical field of personal financial decision-making is both rewarding and challenging — and as an early partner in Ballast, he continues to help shape the future of the firm.

 

Outside of work, Andy enjoys spending time outdoors and playing or following sports, and can often be found coaching his children’s soccer and basketball teams.

 

In the community…

  • Committee Member of the University of Kentucky MBA Advisory Council
  • Past Board Chair, Investment Committee Chair, Blue Grass Community Foundation
  • Past Board Member of Life Plan of Kentucky
  • Past President of Bluegrass Estate Planning Council Board Member
  • Past Speaking Engagements Include: Kentucky Dental Association, University of Kentucky Gatton College of Business, Centre College Fall Forum, Rotary Club
  • Endowment Committee, Pastoral Council at Cathedral of Christ the King
Andy Reynolds headshot
“It may be a modest smile, a hug, or a sincere note, but there is a moment in nearly all of our relationships when a client feels a big sense of relief. That motivates me.”
Cash Flow Autopilot
The Ballast Atheneum has focused on many aspects of cash flow planning, including budgeting, retirement savings vs. paying down...
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2022 Market Recap and 2023 Outlook
To kick off the new year, John Boardman (CEO, Founder) and Andy Reynolds (COO, Partner) sat down to recap the economic environment...
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Year-End Financial Planning & Investments Among Market Volatility
By: Andy Reynolds, CFP®, MBA COO/Partner – Ballast, Inc. With the recent stock market volatility, many investors have, and understandably...
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Market Volatility & Behavior Finance
  If you feel like the stock market has been all over the place recently, there is some merit behind the feeling. So far,...
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