Andrew C. Anderson
Andy has over 25 years of experience providing sound financial advice to successful families, individuals, executives and business owners. He believes that a sound investment planning journey begins with a personalized, written plan for the future and continues with regular meetings and updates to keep each plan in line with future goals.
After earning his bachelor's degree in Political Science from the University of Washington and brief careers in transportation and office equipment, Andy joined the financial services industry with a leading Wall Street firm in 1991. After two years of building his experience as a financial advisor, he joined forces with his father, Rick Anderson. In 2000, they moved their practice to Wells Fargo Advisors and established the Anderson Wealth Management Group. In 2016, Rick retired and Andy assumed the senior role in the practice and is committed to delivering exceptional service to their clients.
As a financial advisor, Andy is dedicated to being a trusted resource for his clients and their financial needs. To build and maintain his investment planning knowledge, he commits to attending continuing education programs each year, as well as industry conferences. Andy holds his FINRA Series 7, Series 63 and Series 65 investment registrations, as well as insurance licenses in Oregon, Florida, Washington, Nevada, Idaho and his California License #0B03182.
Andy is passionate about the outdoors and spends most of his spare time with his family pursuing outdoor activities. He enjoys winter steelhead fishing on the north Oregon coast and camping and hiking throughout the Northwest. He and his wife Lynda have two children, Stephen who is a University of Oregon graduate, class of 2018, and Emily, a student at the University of Washington. Andy is an avid hunter and is a board member of the Badger Creek Members Club, a private hunting and recreational club in Central Oregon. He held the role of club President for 10 years.
Active in the community, Andy has volunteered his time with several non-profit organizations in the Portland, Oregon area: Oregon Wildlife; Scandinavian Heritage Foundation; the Tom McCall chapter of the Association of Northwest Steelheaders; and is currently serving as President of Hilaire's Wild Game Dinner.
Kristin joined Anderson Wealth Management Group of Wells Fargo Advisors with more than 15 years of insurance, investment, and retail industry experience. She earned her Bachelor of Business Administration from the University of Notre Dame and then managed an eight state Midwest region for Nuveen Investments based in Chicago, IL.
While working in Chicago for Nuveen, William and Blair and in Portland for Black and Company as an Assistant Broker, she developed her desire for educating and assisting individuals as they pursue their own financial and retirement goals.
Kristin ensures that our client’s administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.
Kristin and her husband, Jerry, have stayed active raising two boys who were competitive, nationally ranked junior tennis players before heading off to college. Patrick attends the University of Notre Dame and Michael attends Gonzaga University. Kristin has volunteered at the Oregon Food Bank and Blanchet House helping in their mission to feed the homeless through compassion and dignity.