As a Financial Planner at Focus Financial Services, my primary focus is on the development and implementation of the financial plans we create for our clients. It brings me immense satisfaction to assist clients in defining their financial goals and charting a path towards accomplishing them.
What truly motivates me is witnessing the positive impact our work has on our clients' lives. Hearing a client express gratitude or witnessing their relief when we solve a specific issue and alleviate their stress is incredibly rewarding. Building relationships and meeting new people is another aspect of my job that brings me great joy. By diving deep into our clients' goals and aspirations, I can develop plans that address their unique needs, wants, and wishes. As a Financial Planner, I believe that my greatest value lies in being inquisitive and ensuring I fully understand our clients' questions and concerns.
I reside in my hometown of Murray, Utah, with my wife, Amelia, and our three beautiful daughters. Outside of work, I actively participate in my community as a member of the Church of Jesus Christ of Latter-Day Saints. Additionally, I enjoy networking and creating relationships with other business professionals who do great work for their clients. I am a part of a networking group called Referral Exchange Group (REG), consisting of like-minded business professionals who support each other's growth and success. I love being able to connect people with someone who I trust to do their best work and who is honest in their business. During my free time, I enjoy golfing, being outdoors, playing strategy games, reading, and spending time with my wife, kids, family, and friends.
Andrew is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: Utah. He is insurance licensed in the following states: Utah.