Andrew 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 U of O in Economics with a focus in Finance, Andrew is working as a Paraplanner supporting our advisors. As a Paraplanner, Andrew is a registered representative admin mentoring with our advisors, assisting with client meeting preparation, creating plans, case analysis, and implementation, ensuring an ideal client experience.
As an aspiring financial planner who is passionate about financial literacy and helping others, Andrew has his Life and Health license, and has completed the following FINRA exams: Series 7 (General Securities) and Series 66 (Uniform Combined State Law Examination). In his free time, you’ll find Andrew reading, playing recreational sports, and enjoying outdoors activities.