About Andy Anderson

The primary benefit of working with Robert “Andy” Anderson as your financial advisor is his broad experience in many diverse areas of both business and personal finances.

Shortly after obtaining his degree in Economics from the University of Wisconsin in Madison, Andy founded a Colorado company that engineered, manufactured and installed stairway systems in high-rise buildings throughout the United States. His company was listed as #160 on Inc. Magazine’s list of the 500 fastest growing companies in the country in 1983.

In 1993, Andy started a mortgage company with offices in both Evergreen and Breckenridge, Colorado. He worked closely with his clients to invest in real estate and also finance the purchase their dream home. Andy sold the residential division of this business in 2004, and began to focus exclusively on assisting individual investors finance their acquisition of commercial buildings.

During this time, Andy found that he was getting more and more involved in his clients’ personal finances as a part of developing their overall investment strategy. As a result, in 2011 he enrolled in the Certified Financial Planner  Education Program at Northwestern University. Once Andy successfully completed this program, he limited his services to include only personal financial planning and investment management.

Andy enjoys traveling and spending time with his wife, two sons and two granddaughters.

If you would like to schedule a free, no-obligation meeting with Andy to discuss your financial situation, please click here for his contact information.

Andy is on LinkedIn