Andrew joined KDP Wealth Management as a Wealth Advisor to serve the greater Boise area in Southern Idaho. Having been a FINRA Licensed Financial Advisor for over sixteen years and with over twenty years of experience in financial services, Andrew has a great deal of experience helping clients navigate their financial journeys.
Before joining KDP, Andrew led a team of Financial Advisors in Southern Oregon at Rogue Credit Union for many years, gaining leadership and mentoring skills. His significant focuses have been retirement planning, retirement income planning, building wealth, wealth preservation, and estate planning.
Andrew derives the most joy from his career by helping people navigate through their financial lives.
People are individuals first, and he believes that finding what they seek to achieve financially is the key to providing solutions tailored to their needs. Andrew does not think there are “good” or “bad” investment solutions. He believes that each solution has its own pros and cons that need to be understood in the context of the circumstances for which it is being offered.
By helping his clients understand the various pros and cons, they can make better, more informed, collaborative decisions about what is in their best interest. This leads to long-term client/advisor relationships built on trust.
After graduating high school back in the United States, Andrew joined the US Navy. He served four years in a Seabee Unit as a Storekeeper. After completing his Navy duty tour, Andrew attended and graduated college with a bachelor’s in ministry. He currently holds his designation as a Chartered Financial Consultant®.
Andrew has been married to his wife, Brigette, for 24 years and has a twenty-year-old son, Thomas, who is in college, and a 17-year-old daughter, Hannah, who is in her Senior year of High School. His hobbies include hiking, gardening, ice hockey, and spending time with his family.
Andrew was born in Texas as a child. However, he spent most of his childhood and early adolescence in New Zealand, where he became a passionate fan of the mighty All Blacks rugby team.
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Medford Office:
841 O’Hare Parkway, STE 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Bend Office:
395 SW Bluff Drive, STE 200
Bend, Oregon 97702
Phone: +1 541 382 4791
Boise Office:
101 S. 27th Street, STE 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.
© 2024 “KDP” is the brand name under which KDP and KDP & Co., LLC and its subsidiary entities provide professional services. KDP and KDP & Co., LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. KDP is a licensed independent CPA firm that provides attest services to its clients, and KDP & Co., LLC and its subsidiary entities provide tax and business consulting services to their clients. KDP & Co., LLC and its subsidiary entities are not licensed CPA firms.
