Meet the team.

Licenses and Registrations:

• Series 7 and 66 Registrations
• Life and Health Insurance License

Education:

• Bachelor of Science in Finance, David Eccles School of Business, University of Utah

Andrew is a seasoned Wealth Advisor at Everspire, renowned for his strategic financial expertise and unwavering commitment to his clients. He specializes in helping individuals, families, and business owners build, preserve, and transition their wealth, with a particular passion for creating lasting legacies that reflect each family’s unique values.

With six years of experience at Morgan Stanley in Seattle, Andrew served as a partner on one of Forbes/SHOOK Best-In-State Wealth Management teams. During his tenure, he advised on hundreds of millions of dollars in client assets, earning a reputation for his meticulous attention to detail and ability to craft innovative solutions tailored to each client’s goals.

Recognizing his expertise and dedication, Everspire actively recruited Andrew to join their team. Drawn to Everspire’s unwavering focus on putting clients first, Andrew eagerly embraced the opportunity to be part of a firm that shares his values and commitment to excellence.

Andrew lives in Cedar Hills with his three children and values quality time with his family above all. Whether he’s on the sidelines cheering at a soccer match or creating memories at home, he thrives on building meaningful connections with those he loves most.

Andrew’s deep experience, unique attention to detail, and passion for helping families achieve financial security make him an integral member of the Everspire team.

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‍Favorite Books – Enders Game‍

‍Favorite Movie – Shawshank Redemption‍

Bucket List – Amazon Jungle‍

Favorite Destination – Cabo