Andy is a dedicated financial advisor committed to building strong, collaborative relationships with clients. With a team-based approach, Andy ensures that every aspect of a client’s financial life is aligned with their unique goals, empowering them to live life to the fullest with confidence in their financial future.
Before transitioning to private wealth management, Andy spent five years on the institutional side of the industry, specializing in fixed income. His experience includes managing 401(k) assets at a stable value fund and overseeing public fund assets at an RIA. This background, combined with a deep passion for helping individuals and families, made the move to personal financial advising a natural next move in his career.
Following in the footsteps of both his father, a financial advisor for 44 years in Portland, OR, and grandfather, a stockbroker in the same area, Andy is proud to continue a legacy of helping clients meet and exceed their financial goals. With a strong commitment to financial planning and a client-first mindset, he strives to provide thoughtful guidance and strategic solutions tailored to each client's unique needs.
A graduate of Portland State University, Andy lives in Tigard, OR, with his wife and two children.