Andrew believes that wealth is not measured in money but is measured by relationships, health, education, finance, and that the best investment one can make is in themselves. After several years of starting and operating businesses, Andrew made the very tough decision to step away from those day-to-day roles and decided to start something that could be objective, personal, and tailored to consumers looking for financial strategies.
His typical clientele are business owners, entrepreneurs, investors, and those looking for retirement planning in the near future. The education and services that Andrew provides, helps people sustain and diversify their wealth for better cash flow, growth, and tax benefits.
Andrew has been married for 14 years to his beautiful wife – Carly. He has four kids, two boys, and two girls. They are all active in sports, dance, and the many outdoor activities Utah has to offer. As a family they are very involved in their church, The Church of Jesus Christ of Latter-Day Saints. They currently live in South Jordan, UT.
Andrew graduated from the University of Utah with a BS in 2008 , and then later graduated with a Masters in Business Administration (MBA) in 2012. Andrew has his Series 65, 6, 63 Securities Licenses and his Life Insurance License. Andrew views himself as someone who wants to educate people about their options and how to create a financial strategy to reach their individual goals.