Andrew Thiem
Wealth Advisor, Senior Portfolio Advisor @Lake House Private Wealth Management
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WORK HISTORY
Wealth Advisor, Senior Portfolio Advisor @Lake House Private Wealth Management
Orange County, CA, US
EDUCATION
DePauw University
Bachelor's Degree, Economics and Management Major, Psychology Minor
ABOUT ANDREW THIEM
Andrew Thiem brings a wealth of expertise and a personalized approach to his role as a Wealth Advisor and Senior Portfolio Advisor at Lakehouse Private Wealth Management.Andrew specializes in comprehensive wealth management. His disciplined service model is tailored to meet the unique needs of a diverse set of clientele, with a central mission: helping individuals/ families maximize their hard-earned income, and plan for the future, all the ebbs and flows associated.Andrew began his career in the financial industry in 2017, and quickly distinguished himself by earning the Morgan Stanley Pacesetter Award. He holds a bachelor’s degree in Economics and Management, with a minor in Psychology, from DePauw University.Outside of work, Andrew is an avid sports fan and enjoys spending time with his wife, Taylor, family/ friends, and their dog, Annabelle (Bellie girl). With a commitment to a disciplined and client-focused service model, Andrew works tirelessly to help clients confidently pursue their financial and lifestyle goals.At Lake House, we believe that life is about so much more than what we do in our careers. It’s about the memories we create, the dreams we pursue, and the freedom to enjoy what truly matters—whether that’s quality time with loved ones, embracing personal passions, exploring new places, or simply enjoying the little things that bring joy. Achieving that freedom starts with being prepared for the unexpected and planning for a future where you can live life on your own terms. We take the time to get to know you—your goals, dreams, and values—so we can build a financial plan that fits your life. As a fiduciary, we’re committed to always acting in your best interests, free from the influence of any large institutional mandates, products, or services. In a world where change is constant, we provide clarity and strategy, helping you stay on track no matter what life throws your way.Direct: 74••••••99Work: A••••••••@Lakehouse-wealth.comWebsite:
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