Curi Capital’s Twin Cities Wealth Management team welcomes Andy Traux, CFP®, as a Wealth Advisor. Andy will bring his client-focused approach to the team, helping individuals navigate important financial decisions and build plans that reflect their goals and priorities.
“We’re excited to have Andy join our team as we continue to grow the depth of the relationships and guidance we provide to our clients,” said Christopher Bach, CFA®, CFP®, Senior Wealth Manager. “Andy’s perspective on financial planning is rooted in helping clients connect the many pieces of their financial lives and make decisions with greater clarity and confidence. His focus on long-term relationships and being a trusted resource for clients will be a strong addition to our team.”
Prior to joining Curi Capital, Andy served as an Advisor Associate at JNBA Financial Advisors. He earned bachelor’s degrees in marketing and finance from the University of Wisconsin–La Crosse and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Andy brings more than a decade of experience helping individuals and families make informed financial decisions through personalized planning and ongoing guidance.
“Joining Curi Capital is an exciting opportunity to be part of a team that puts the client relationship at the center of its work,” said Andy. “I look forward to helping clients navigate important financial decisions, build plans around what matters most to them, and develop relationships that last for years.”
