Each and every one of us have goals. I enjoy understanding what those goals are for each of my clients and helping attain them throughout their lives. Having worked for corporations in the past, the focus is on the bottom line and the shareholders. I want my efforts to have a direct impact to people I care about. I am fortunate to have been able to make that a reality in my career with Edward Jones. I have had the opportunity to meet and work with exceptional people and families and enjoy continuing to develop new relationships and assist folks in an area of their life that can be stressful and confusing; financial planning.
I was born and raised in here in the Pacific Northwest. I grew up in Arlington, WA with my parents and two older brothers. I graduated from Western Washington University early with a Bachelor of Science degree in business and a double minor in economics and business Administration. My wife and I began dating in high school and married each other shortly after I graduated; she is now a nurse in Everett.
My wife and I welcomed our daughter into this world in 2020 and she has been nothing short of amazing. She has the whitest hair we've ever seen and a beautiful little smile. We enjoy traveling, spending time with our family and friends, being entertained by our dog and playing sports. During the summers, we spend as much time as we can crabbing and boating on Camano Island.
In the spirit of continuing education and thriving to be the best possible financial advisor for my clients and future clients, I pursued and completed the requirements to achieve the CFP® professional designation in 2019.
I enjoy giving back to my community. Currently, I am a member of the Chamber of Commerce here in Marysville, a board member of the Grove Church and sit on the Marysville Community Food Bank Board.
I look forward to the opportunity to get to know you and learn about your goals. It starts with a conversation – lets chat!
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberAndy Smith at (360) 548-3960
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