Andy specializes in helping small business owners and medical professionals pursue their financial goals through retirement planning, investment management, portfolio design, analysis and review, risk management and insurance, estate planning and tax mitigation strategies. He believes integrity and trust are paramount in developing trusting relationships and strives to provide his clients with the confidence of knowing they have a financial roadmap in place.
Prior to joining First Western Advisors and Raymond James, Andy was an advisor with several firms and spent 18 years in the pharmaceutical industry working with physicians. He earned his bachelor’s degree in economics from the University of Utah.
Outside of work, he enjoys skiing, biking, golfing, boating, wake surfing and other outdoor activities. Originally from Provo, Utah, Andy lives in Draper with his wife, Stephanie. They have seven children.