Meet The Team
Assistant Portfolio Advisor
Serving public entities since 2018
Andy most enjoys spending time with his family, especially at the coast or in Central Oregon. He is passionate about sports and loves playing golf, basketball and running the occasional half marathon. His favorite getaway is a trip to Palm Springs to enjoy the warm weather and massive selection of top-tier golf courses.
I’m inspired by the three generations before me who have worked in the investment industry. My father has been a financial advisor in the Portland community for nearly 40 years. I’m looking forward to growing a long-lasting, impactful career like my father while helping clients achieve their financial goals.