ASI Wealth Management

Senior Client Advisor
Bend, Oregon/

As an Advisor with ASI Wealth Management, Andrew works to develop, implement, and monitor comprehensive wealth management strategies designed to grow and protect the wealth of individuals, families, and non-profit organizations. Andrew has 15+ years of experience in comprehensive financial planning with advanced knowledge in investment strategies, retirement income planning, tax planning, risk management, estate planning, and portfolio management.

Andrew joined ASI as part of the acquired Valentine Ventures team. Prior to his time with ASI and Valentine Ventures, Andrew worked in the Wealth Management division of USAA – a Fortune 500 company headquartered in San Antonio, Texas. While at USAA, he co-founded the company’s National Planning Team, an internal team specializing in financial planning tools and analysis for USAA’s financial advisors nationwide.

Andrew holds a Bachelor of Science in Business Administration with a concentration in both Marketing and International Business from Indiana University. In addition, Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), and Chartered Financial Analyst (CFA) Level II candidate. Andrew and his wife Jessica enjoy traveling, hiking/trail running, skiing, music festivals, and being out on the water as much as possible. They have a young daughter and two sons.