Ambassadors

Andy is happily married with two great kids.  He works as a volunteer with the Northwest Douglas County Chamber of Commerce and has served on the Douglas County Planning Commission.  Andy has helped his clients by bringing years of experience and knowledge to help them set and achieve their financial goals.  He also has been awarded designation as a Chartered Financial Consultant which very few advisors achieve.  Integrity, knowledge, experience and longevity are the corner stones of his practice.         
 

Andy has a passion for helping people develop awesome investment portfolios and implement a solid carefree strategy for retirement.  There are some things you just must get right…investment management and retirement planning most certainly should be on top of your list.



 

I have a strong passion for helping individuals and small business owners understand their options when planning for their financial futures. I understand the importance of financial security and long-term planning, no matter one’s current financial situation.

What makes me different? I take the time to cultivate a partnership with you based on your individual needs. We discuss where you are and, most importantly, where you would like to be, as we design a strategy and map out a path to reach your goals. The process can feel overwhelming when you are unsure of where to start. I will make it easy for you by following an established process that is tailored to your unique situation. Together we will partner with your CPA and/or your attorney to build a strategy that will help you to get to where you want to be.

I bring a diverse, professional background with 22 years experience in banking with an emphasis on new business development, growth and retention of existing clients. I’ve serviced clients with Business, Personal and Mortgage Loans. This experience enables me to analyze and evaluate core client services and to develop and implement both short and long term solutions. Results oriented professional with a proven record for identifying and growing sales in local and regional markets.