portrait of Andy Loe
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Andy

Seventeen years in the construction industry and more than half a decade of small business ownership taught me a lot of tough lessons over the years. Through each lesson, I've built a catalog of knowledge and drive to be successful. Somewhere along the way, one of my employees out of the blue thanked me for teaching him the "why." I asked what he meant, and he explained that by teaching him why he's doing a particular task, it gave him the tools to solve the problem on his own next time he comes across it.

That lesson has really stuck with...

Focus Areas

  • Entrepreneurs & Business Owners
  • New Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesApril 2020 to Current
  • Reflex Flooring LLCAugust 2017 to April 2020

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pacific Lutheran UniversityBachelor of Arts

Personal Interests

  • Soccer
  • Spending Time with Family
  • Golfing
  • Sailing
  • Coaching Sports

Team Members

  • Janelle Thornton
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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