Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Investments
  • Family Finances
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Life and Health Insurance License

Education

  • Bachelors of Science, Sociology, University of Oregon, Eugene, Oregon 1995

Interests

Andy is a lifelong resident of the Northwest and enjoys hiking with his family, running on the trails of Forest Park, and striving to lower his golf handicap. Andy is passionate about the fantastic food scene in Portland. Although he claims he isn’t a foodie, he is always willing to provide the perfect restaurant recommendation for any occasion.

When travelling, Andy enjoys the sun, especially relaxing on the beach on Maui. At home, you can find him cooking, listening to jazz, or playing the drums and electric bass guitar with his friends.

Community participation

  • Board of Directors Peninsula Children's Center in Portland , Oregon (2005-2007)
  • Volunteer at The Dougy Center in Portland , Oregon (Currently)
  • Sponsor of Growing Gardens in Portland, Oregon
  • Friends of Forest Park in Portland, Oregon
  • KMHD Portland's Jazz Radio in Portland, OR
  • Jefferson Dancers, Jefferson Performing Arts in Portland, OR
  • Big Brothers Big Sisters

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016
  • FIVE STAR Wealth Manager, 2012, 2014, 2015, 2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.