Andy was born in Kelowna and raised in Kamloops, where he still resides. Andy is a Certified Financial Planner and has been in the Financial Services Industry for 20 years.
He was previously with a large national firm where he was responsible for overseeing $95,000,000 in assets. A Branch Manager for 8 years, Andy was responsible for all compliance related issues for over 20 consultants, and administrative staff. He was a member of the Western Canadian Advisory Council, BC Advisory Council, won over 15 Regional awards, and also qualified for the National Award for his position. In 2012, Andy opened his own independent practice and remains focused on helping clients reach their objective through holistic financial planning specializing in prudent Investment Management, Risk Management, Estate Planning, and Tax Planning.
Andy volunteered and was a member of the Rotary Club of Kamloops West for 9 years. He also has been a coach for Kamloops Minor Hockey for the last 7 years, coaching 2 separate teams, and he also coached 2 separate teams for Kamloops Youth Soccer Association.
Andy has been married to his wife for over 22 years, and they have 3 children. They love raising their family together in Kamloops, enjoying everything our great city has to offer.
Commitment to you:
- Over 20 years of industry experience