Andrew Schaetzke, CFP®
senior Advisor, investment committee member
Andrew works with individual and institutional clients at SJS. He also serves on the SJS Investment Committee.
A Toledo native, Andrew came back to Ohio—and to SJS—after working for Deutsche Bank Private Equity in Cologne, Germany, where he also played professional football. Prior to his time overseas, Andrew began his financial career at Morgan Stanley Wealth Management in Washington, DC.
Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and graduated from Georgetown University McDonough School of Business, where he majored in finance. While at Georgetown, Andrew earned First-Team All-American honors on the Hoya football team.
He currently serves on several non-profit boards in the Toledo area, including Sunshine Communities Foundation, The Sophia Center, and the Board of Trustees for St. John’s Jesuit High School.
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
To help you financially plan for 2023, we provide this resource with important numbers for the upcoming year.
To help you assess financial issues to consider for the rest of 2022, we provide this resource.
To help you assess ways that you can assist your parents with financial matters, we provide this resource.
To help you figure out whether you should pay off your mortgage early, we provide this resource.
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We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.