Andrew originally joined Retirement Planning Group in 2018 as an Imaging Specialist converting our Practice to paperless while a student at the University of Oregon. After obtaining his Bachelor’s degree from the UofO in Economics with a focus in Finance, Andrew is now working as a Paraplanner supporting our advisors. As a Paraplanner, Andrew mentors with our advisors, assisting with client meeting preparation, case analysis, and implementation, ensuring an ideal client experience. Being passionate about client service and financial literacy, Andrew also manages the marketing and social media for our practice.
Andrew is an aspiring financial planner and is currently working on his licensing to further his career goals. In his free time, you’ll find Andrew reading, playing recreational sports, and enjoying outdoors activities.
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