Andrew Norris

Andrew Norris

Co-Founder & Wealth Manager

Over the past 9 years as a financial advisor, I’ve gained an invaluable amount of experience helping clients and navigating the financial landscape.  During this time, I’ve also achieved my CFP® certification by passing rigorous testing and maintaining the highest ethical standards.  I craft personalized approaches for my clients and their families to achieve their financial futures today and for generations to come.  By working closely with clients to understand their goals, I help organize their complicated financial world.  My specializations are in retirement planning, estate planning, insurance, college planning, as well as short- and long-term investment management.

I joined my father at work as a financial advisor right out of the University of Oregon in 2011.  I obtained my Bachelor of Science degree in Business, specializing in finance and economics always knowing that I would become a financial advisor.  I had the opportunity to observe my father at his profession for over 20 years and I knew this would be my career.  In 2019 I married my wife Maddie. We’re avid travelers and enjoy the history and cultures the world has to offer.  Growing up as a golfer, I enjoy taking clients out to play whenever the Oregon weather permits.  Getting to know clients and helping them plan to achieve their goals may be the most rewarding of all.