Andrew Mathis

Andrew joined D.A. Davidson in 2023, expanding the practice with innovative strategies and fresh perspectives. He earned a bachelor’s degree in Personal Financial Planning from Utah Valley University, where he distinguished himself by winning two national financial planning competitions.
Committed to lifelong learning, Andrew is dedicated to providing clients with comprehensive financial guidance tailored to their unique goals and circumstances. He 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 time with his wife, Hannah, and their son, Cameron, as well as sports, traveling and connecting with family and friends.