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    Andrew Johnsen
    By Andrew Johnsen In Financial Planning

    Ways to Save for College Costs

    Parents and grandparents should start planning for college costs as early as possible. Most Americans would do almost anything for…
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    How To Get Ready For The Upcoming Tax Season
    Financial Planning

    How To Get Ready For The Upcoming Tax Season

    Is Long-Term Care Insurance Worth It?
    Financial Planning

    Is Long-Term Care Insurance Worth It?

    Will Your Nest Egg Withstand Inflation and Market Volatility?
    Financial Planning

    Will Your Nest Egg Withstand Inflation and Market Volatility?

    Do You Know the Connection Between High Income and Medicare Costs?
    Medicare

    Do You Know the Connection Between High Income and Medicare Costs?

    Ways to Save for College Costs
    Financial Planning

    Ways to Save for College Costs

    What’s Your Relationship with Your Finances?
    Financial Planning

    What’s Your Relationship with Your Finances?

    Personal Finance: The Importance of Starting Early
    Financial Planning

    Personal Finance: The Importance of Starting Early

    Featured Videos

    Education is a huge part of what we provide at Waterloo Capital, and we host many educational events and webinars to help people of all ages understand their choices and how their choices impact their future. Additionally, we make videos to explain some of the most important things you should know about retirement.

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    We offer a monthly newsletter for people interested in learning more about financial topics, and of course, you can opt out at any time. Sign up to receive news and market information!

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    Our Services

    At Waterloo Capital, we focus primarily in working with high and ultra-high net worth families, particularly private business owners. Andrew Johnsen serves a select clientele to maintain a high level of customer service, communication and availability. We seamlessly integrate with your existing circle of advisors (attorneys, accounts, etc.) to help ensure your financial house operates efficiently and at peak performance. Here are some of the capabilities we have which can scale up or down depending on your needs.

    • Investment Management
    • Family Office Integration
    • Wealth Management Planning
    • Custom Credit and Lending Facilities
    • Estate Structuring
    • Trust Services
    • Legacy Wealth Transfer Strategies and Insurance Solutions
    • Multigenerational Financial Education
    • Charitable Gifting
    • Retirement “Catch-Up” Plans for High-Income Business Owners
    • Business Consulting
    • PPLI (Private Placement Life Insurance)
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    Contact

    Andrew Johnsen

    Let’s connect to see if we might be a good fit to help you start exceeding your investing goals. Call Andrew at (214) 929-5604, set up a virtual meeting here, or fill out this form and we will get back to you right away.

    5999 Summerside Dr, Suite 104
    Dallas, TX 75252
    (214) 929-5604

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    © 2026 Waterloo Capital Texas. Advisory services offered through Waterloo Capital, LP, an SEC Registered Investment Advisor.

    CRS  |  Part 2A

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      • Meet Andrew
      • Meet Wendy
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      • Blog News & Information
      • Featured Videos
    • Contact Us
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