Raised among family members who worked in financial services, Andrew learned from an early age what the impact of proper financial management can do to help achieve one’s goals. He acts on this passion, assisting families, businesses and nonprofits every day.
Andrew combined his financial advising practice with David Johnson’s in January 2006 and their combined skills and experiences help to deliver client satisfaction with individualized, focused and creative solutions. Clients appreciate their experience in evaluating various components of wealth management including insurance, investments, cash flow analysis, retirement and multi-generational planning.
After a customized financial strategy is put into place, Andrew and David stay connected with their clients through quarterly reviews, ad hoc phone calls and meetings. Additionally, they work with their clients’ other professional consultants (CPAs, attorneys, etc.,) to ensure everyone is working in accord with one main objective—to help clients achieve their goals.
During his free time, Andrew enjoys running marathons, traveling, and enhancing his culinary skills (albeit at a slow pace). Additionally, Andrew gives back to his community by serving as a board member of Child Centered Solutions as well as gives pro bono seminars and assistance with financial literacy organizations including the Tragedy Assistance Program for Survivors (TAPS). He currently resides in the Goose Hollow neighborhood of Portland, Ore., where he is helping to start the Goose Hollow Business Alliance.
Andrew graduated from Colgate University in Hamilton, New York where he was awarded honors and Phi Beta Kappa distinctions. He also obtained a coveted White House Internship within the National Economic Council. Andrew holds the FINRA Series 66 and 7 professional securities licenses, as well as life, health, long term care and variable insurance licenses.