Chief Executive Officer | Wealth Advisor | Managing Partner

Andy has been in the financial services industry since 1999 when he graduated from Brigham Young University with a degree in Economics. As an LPL Financial Advisor, Andy consults with clients, constructs portfolios, develops investment models, and oversees the investment process. 

Andy enjoys interacting with the firm’s clients and helping them pursue their goals. He is originally from Northern Idaho but loves Utah Valley and currently lives in Provo. He and his wife have five children. In his free time, Andy enjoys spending time with his family, exploring the outdoors, boating, skiing, golfing, and hiking, and cheering on his alma mater, the BYU Cougars.