Wealth Designed. Life Defined.

Meet Andy


Andy enjoys collaborating with clients to develop a holistic, comprehensive and customized strategy to address a wide range of planning needs, including retirement, education, estate and protection – to name a few. He provides goal-based planning in his role as a CERTIFIED FINANCIAL PLANNER®.

A graduate of Kansas State University where he earned a bachelor’s degree in Management, his career within the financial services industry began in the late 1990s. His decades of experience help make him an asset to our team.

In his free time, Andy enjoys playing soccer and managing his men’s team in the Greater Portland Soccer District. He also enjoys sailing, hiking, and travel. He resides in Lake Oswego with his wife, Dana, and their two dogs Charlotte and Greta.


Andy is a non-producing registered representative of Cetera Advisor Networks, LLC.


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.