Andy Mardock

About Andy

Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner for nearly 10 years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and has a Bachelor of Arts from the University of Oregon. An adoring father and husband himself, Andy can relate to the ups and downs as well as triumphs and challenges that modern families experience today. When not helping clients make the most of their finances, Andy and his wife Jessica can be found cherishing their one-year-old daughter and spending time out in the Bend, OR community.

Credentials & background

The firm