Andrew joined Ascend Wealth Partners (formerly Retirement Planning Group) in 2018 while attending the University of Oregon, where he earned a Bachelor of Science in Economics with a concentration in Finance.
Driven by a passion for financial literacy and a commitment to helping others, Andrew spent several years mentoring alongside senior advisors. During this time, he supported client meetings, developed comprehensive financial plans, conducted case analysis, and assisted with implementation—ensuring a thoughtful and seamless client experience.
As a financial planner, Andrew’s primary objective is to help clients align generational wealth strategies with personalized financial plans designed to achieve their long-term goals. He is dedicated to building meaningful relationships and delivering tailored guidance that evolves with each client’s needs.
Andrew is a licensed insurance agent and has successfully completed the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) examinations.
Outside the office, Andrew enjoys reading, participating in recreational sports, and spending time outdoors.
Fun Facts:
- What is your ideal vacation spot?
That is a good question, anywhere with beautiful sites to see.
- Favorite sports team or hobby?
As a University of Oregon Alumni, my favorite sports team is the Oregon Ducks!
- What was your first job?
My first job was at Albertsons as a courtesy clerk.
- What do you most enjoy about working at Ascend Wealth Partners?
I enjoy the family like atmosphere, and the fulfillment of helping our clients achieve their financial goals.