Andrew joined Badgley Phelps in 2022 as a Wealth Manager. He works with individuals and families to develop customized plans through research analysis and a deep understanding of financial markets.

“Treat everyone with kindness and you’ll have a fulfilling life.”

Andrew started his career in the financial services industry at Charles Schwab. He most recently was a Financial Advisor with Apella Capital, where he helped clients achieve financial freedom. He loves to take an educational approach with his clients.

Originally from Indiana, Andrew and his wife now live in Kirkland, WA with their two dogs. You can usually find him outdoors hiking, golfing, or boating on Lake Washington. He loves attending games at T-Mobile Park and cheering on the Mariners.

EDUCATION

• Bachelor of Arts, DePauw University, Greencastle, IN

INVOLVEMENTS

• Member, CFA Institute
• Member, CFA Society Seattle