About
D’Andre began his financial services career in 2018 and has served as a financial consultant, beneficiary relationship manager, and investment counselor. He brings experience with 403(b) and 401(k) accounts, plan-sponsored retirement plans, trusts, estates, succession planning, and financial planning tools including MoneyGuidePro and eMoney.
In his role, D’Andre helps clients and families make thoughtful financial decisions by connecting their goals with clear planning strategies. He focuses on explaining financial plans in an approachable way and supporting conversations around retirement planning, estate planning, and legacy considerations.
D’Andre lives in Lake Oswego, Oregon, with his wife, their two daughters, and two huskies. Born and raised in Denver, Colorado, he enjoys attending and coaching his daughters’ soccer games and traveling for soccer and dance events.
Education
- BBA, Business Administration with emphasis in Finance and minor in Economics, University of Northern Colorado
- MSF, Colorado State University Global Campus
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation