portrait of Andrew German

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Business owner considerations
  • Sustainable Investing

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Outdoor Enthusiast
  • Skiing
  • Mountain Biking

Team Members

  • Kathy George
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More