Andrew came to Wambolt & Associates with a deep portfolio of experience in the brokerage, insurance and banking arenas and a desire to participate in the team’s unique multi-advisory approach to serving clients. Andrew’s collaborative style and commitment to developing multi-generational client relationships naturally align with the mission of the firm. He especially values the firm’s distinctive fiduciary construct which ties compensation to client success and not to commissions on the sales of financial products.
Andrew is an excellent resource for clients seeking expertise in the estate planning, insurance and risk management arenas. He has a technical background in investing and maintains oversight of the firm’s portfolio managers. A genuine team player, Andrew is invested in the continued growth of Wambolt & Associates and the professional development of his colleagues.
A Boulder native, Andrew enjoys spending time with his wife and their four children. On weekends he can be found pursuing outdoor activities and volunteering at his church.
Andrew is a graduate of the University of Colorado at Boulder with a degree in Economics. His professional certifications included the Series 63 & 65 Securities Licenses, an active insurance license and a Chartered Life Underwriter (CLU) designation.
Series 63 & 65 securities licenses
Chartered Life Underwriter® (CLU®) designation
University of Colorado at Boulder; BA – Economics
Professional and Civic Involvement:
Active member of my church
Volunteer for youth sports