Andrew Mathis

Andrew attended Utah Valley University earning a Bachelor's degree in Personal Financial Planning and distinguished himself by winning two national financial planning competitions at UVU. In 2023, Andrew joined D.A. Davidson and quickly expanded the practice with a fresh perspective and innovative strategies. Andrew takes a personalized approach to wealth management and financial planning, ensuring clients receive strategic and informed advice to help them navigate their financial future with confidence.

Outside of work, Andrew enjoys sports, traveling, and most of all, spending time with his wife, Hannah, and son, Cameron.