About Andy
As an associate wealth advisor, Andy helps manage client relationships while actively participating in the financial planning process. Along with his team of advisors, Andy’s goal is to provide a one-stop shop for everything a client seeks help for within their financial world. This involves gathering the relevant information, identifying the client’s goals, and presenting strategies to meet those goals in an understandable manner.
For Andy, a career in financial planning seemed like a natural fit. His father has worked as a financial advisor in the Portland, Oregon area for over 35 years, and his grandfather was a stockbroker. He hopes to carry on the legacy of helping people in his community achieve their financial goals.
Before joining Buckingham in 2021, Andy held several roles in the financial services industry in the Portland area. Most recently, he was an assistant portfolio advisor with Government Portfolio Advisors, an independent registered investment advisory firm, where he supported all facets of investment planning. He has also worked as an investment operations analyst for a capital management firm and as an IT asset management analyst for Salesforce. He graduated from Portland State University with a Bachelor of Arts degree in sociology.
Andy is proud to call Portland his hometown. He currently resides in Tigard with his wife, Meghan, and their two children. His hobbies include playing golf, running, reading, listening to music and cheering for the Dallas Cowboys. He loves to unwind by spending time outdoors, especially on the Oregon coast, with his family and watching his two children explore the world.
As an associate wealth advisor, Andy helps manage client relationships while actively participating in the financial planning process. Along with his team of advisors, Andy’s goal is to provide a one-stop shop for everything a client seeks help for within their financial world. This involves gathering the relevant information, identifying the client’s goals, and presenting strategies to meet those goals in an understandable manner.
For Andy, a career in financial planning seemed like a natural fit. His father has worked as a financial advisor in the Portland, Oregon area for over 35 years, and his grandfather was a stockbroker. He hopes to carry on the legacy of helping people in his community achieve their financial goals.
Before joining Buckingham in 2021, Andy held several roles in the financial services industry in the Portland area. Most recently, he was an assistant portfolio advisor with Government Portfolio Advisors, an independent registered investment advisory firm, where he supported all facets of investment planning. He has also worked as an investment operations analyst for a capital management firm and as an IT asset management analyst for Salesforce. He graduated from Portland State University with a Bachelor of Arts degree in sociology.
Andy is proud to call Portland his hometown. He currently resides in Tigard with his wife, Meghan, and their two children. His hobbies include playing golf, running, reading, listening to music and cheering for the Dallas Cowboys. He loves to unwind by spending time outdoors, especially on the Oregon coast, with his family and watching his two children explore the world.