Andy Mortenson
CLIENT CONCIERGE
Andy has excelled in the financial services industry from the onset of his career. He draws on his unique experience from his prior role as an account representative, eventually earning his way into a management roll of an INC. 500 company, where he coached prospective clients in what to look for in connecting with the right financial advisor. Today, he continues with that very same focus in positioning prospective clients, and clients alike.
Andy is working hard towards earning his Arizona life and health Insurance producer license.
Andy enjoys playing Tennis, attending University of Arizona Wildcat sporting events, and camping trips with the family at Roosevelt Lake.
