Andy Bowman

Andy Bowman, CAPP, CWPP, is the CEO and Managing Member of Citadel Financial Services, LLC, where professional expertise as a Financial Advisor has been utilized since 1990. Bowman leads wealth preservation and retirement investing seminars, and serves as a Team Based Model Consultant for Elite Resource Team, guiding CPAs in enhancing client relationships. As President of MaxMyBenes LLC, technology is utilized to maximize employer benefits and improve employee value. Additionally, Bowman is the Launch Director of the Multiversification Project, contributing to pivotal changes in various sectors. Previously, Bowman served as President of Strategic Advisors Group Education Systems, LLC, assisting families with college and career success, and worked as a Senior Note Buyer at Fiduciary Funding, L.L.C., where a nationwide client base was developed. Education credentials include a BS in Business Administration with concentrations in Finance, Economics, and Accounting from The Citadel.