Andrew Harris, CPWA®, CEPA®

Examiner
DISC Type : cs

Founder & CEO at Kintra Wealth, LLC

Williamsport, Pennsylvania, United States

Overview

Andrew is the Founder and CEO of Kintra Wealth, where he is building a community for independent, client-first financial advisors. A graduate of The Ohio State University with CPWA® and CEPA® designations, his expertise includes retirement income and business succession planning.

Outside of work, Andrew is married with a young family and is passionate about food and friends. He is deeply involved in his community, serving on foundation boards and investment committees. His hobbies include various types of biking, telemark skiing, jogging, and travel.

He has a unique educational background with studies in both Business Administration and Occupational Therapy.

Personality Overview

Late Adopter

Tough To Convince

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Advisor Community
Founded Kintra Wealth with the mission of building a collaborative and supportive community for independent financial advisors.
Community Philanthropy
Demonstrates a strong commitment to his community by serving on the Board of Directors for the First Community Foundation Partnership of PA.
Outdoor Activities
Enjoys a wide range of outdoor pursuits, including mountain, road, motor, and dirt biking, as well as telemark skiing and travel.

Media Appearances

Andrew has no verified media appearances

Work History

2-2026
Founder & CEO at Kintra Wealth, LLC
9-2015 - 2-2026
Wealth Manager, President of Evergreen Wealth Solutions at Evergreen Wealth Solutions
3-2002 - 9-2015
Investment Adviser Representative at Voya Financial
1-2001 - 12-2001
Marketflex Annuity Operations Liaison at Nationwide Financial
2-1999 - 12-2000
Trade Desk - Customer Service at Nationwide Financial

Education

1998 - 6-2001
Business Administration from The Ohio State University
1995 - 1997
Occupational Therapy from Duquesne University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Williamsport, Pennsylvania, United States Job Level : Leadership Designation : Founder & CEO at Kintra Wealth, LLC
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Andrew

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Andrew take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Andrew

Personality Compatibility


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