Andy Voeltner CFP®, AAMS®, CRPC®, CKA®
Critic · DISC type CAndy Voeltner is a Certified Financial Planner (CFP®) and CRPC® at Omni Financial, LLC. He focuses on developing comprehensive financial strategies for a select group of families and businesses, addressing their retirement, tax, and estate planning objectives.
Outside of work, Andy is deeply involved in his community, serving on boards and committees for organizations like the Madison Area Builders Association and the Cross Plains Lions. He is a family-oriented person who practices thankfulness and finds joy in everyday moments at home.
He has held multiple leadership roles within the Wisconsin and Madison Area Builders Associations, including Board Member and Membership Chair.
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They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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