Andy Heinz
President/CEO of OverRidge Wealth Advisors (formerly LJCM, LLC)
Fort Worth, Texas, United States
Professional Overview
Andy Heinz is the President and Chief Executive Officer of OverRidge Wealth Advisors, formerly known as LJCM, LLC. He brings over two decades of experience in the wealth management industry, with a proven track record of leading teams and driving strategic growth. Heinz specializes in comprehensive financial planning, investment management, and retirement planning, with a focus on delivering tailored solutions that help high-net-worth individuals and families achieve their long-term financial goals.
Experience Summary
Current Role
As President and CEO of OverRidge Wealth Advisors, Heinz is responsible for setting the firm's strategic vision, managing day-to-day operations, and overseeing a team of experienced financial advisors. Under his leadership, OverRidge has experienced significant growth, expanding its client base and assets under management while maintaining a steadfast commitment to personalized service and client satisfaction. Heinz's industry expertise and client-centric approach have positioned OverRidge as a trusted partner for individuals and families seeking comprehensive wealth management solutions.
Career Progression
Prior to his current role, Heinz served as the Vice President and Chief Investment Officer at Lee Johnson Capital Management, LLC. In this capacity, he was instrumental in developing the firm's investment strategies and portfolio management processes, helping to grow the company's assets under management and establish its reputation as a leading wealth management provider in the region. Heinz's ability to navigate complex financial markets and his unwavering dedication to client success have been the driving forces behind his successful career progression.
Academic Background
Heinz holds a Bachelor of Science degree in Finance from the University of Texas at Austin, where he graduated with honors. He has also completed advanced training and certifications in financial planning, investment management, and retirement planning, demonstrating his ongoing commitment to professional development and staying at the forefront of industry best practices.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Investment portfolio construction and management
- Retirement planning and income distribution strategies
- Tax-efficient wealth preservation and transfer strategies
- Risk management and asset protection
- Team leadership and business development
Professional Impact
Under Heinz's leadership, OverRidge Wealth Advisors has experienced consistent growth, with a significant increase in assets under management and a reputation for delivering exceptional client service. He has been instrumental in expanding the firm's service offerings, developing innovative investment strategies, and fostering a culture of collaboration and continuous improvement. Heinz's industry contributions and commitment to client success have earned him recognition as a respected leader in the wealth management field.
Conclusion
With his extensive experience, industry expertise, and unwavering focus on client success, Andy Heinz is poised to continue driving the growth and success of OverRidge Wealth Advisors. As the firm's President and CEO, he is dedicated to providing comprehensive wealth management solutions that help his clients achieve their long-term financial goals and secure their financial futures.
