WELCOME TO A NEW APPROACH
ANDREW MARTZ CFP® | MBA
A fulfilling life goes beyond wealth. This philosophy provides the framework that Andrew Martz uses to build financial plans for his clients.
His proactive approach to wealth management is simple: listen to dreams, concerns, and needs as it relates to one’s life and financial goals. Then, utilizing decades of knowledge, experience, and strategic partnerships, design and implement the plan with the goal to achieve those results desired.
As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries.
Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life.
He graduated from Stevens Institute of Technology in Hoboken, NJ with a B.S. in Business and Technology, and began his career on Wall Street in 2006 with a boutique investment banking and private equity firm. After 2 years, he joined the world’s largest investment bank, J.P. Morgan, refining and perfecting the process of delivering best-in-class wealth management solutions.
With over a decade of experience and a growing passion to help people understand how they can have more control over their money to live their best life, Andrew opened WIS Advisors, an independent financial advisory practice.
Andrew enjoys an active lifestyle and can often be found competing in triathlons or 5ks on the weekends. He and his wife Theresa have two children, Maverick and Monroe, who call him Dad. To everyone else, he’s known as “Money Martz”.
SENIOR FINANCIAL PLANNER
Peter started in the financial services industry in 1982. He has since been dedicated to providing comprehensive wealth management services with a keen focus on investment advice, asset allocation, and active portfolio management to High Net Worth individuals and families. As an investor himself, he understands that each client has a unique set of financial circumstances. By understanding each client’s complete financial picture, he’s able to create and execute a customized investment program that best achieves their specific objectives.
Peter’s mission is to preserve and grow client wealth by building and managing a diversified portfolio that is custom-made to meet each client’s investment objectives, preferences, risk concerns, and overall financial circumstances. He’s able to achieve these goals by offering comprehensive financial services with the team at WIS Advisors.
Peter graduated from the University of Colorado, Boulder in 1981 with a BA degree in International Affairs. He started his career in Fixed Income and Municipal Bonds at Boettcher & Co. in 1982 and has since worked with several large firms in Denver. Peter joined Western International Securities in 2002, where he has been serving his client’s financial needs for the past 20 years.
Peter is a regular speaker at our biennial Western International Securities conference in California, where he sits on multiple advisory services and wealth management panels. Peter travels extensively and regularly attends institutional analyst conferences hosted by major Wall Street firms such as JPMorgan, UBS, and Credit Suisse.
In his spare time Peter loves all things Colorado, from skiing to hiking to golfing. He also enjoys spending time with his family, Kathleen Housley, and their two Border Collies, Riva and Bridger.
CLIENT SERVICE ASSOCIATE
Mikayla, a Texas native, is one of 8 siblings and grew up with faith and family as the foundation of her life. She graduated from West Texas A&M with a B.A. in English.
Mikayla began her career in the facilities infrastructure/operations industry. She then transitioned into mortgage and escrow client services. During this time she also started a small business of her own. As an avid learner and entrepreneur, she soon developed a desire to help individuals with their finances beyond home buying. Now, with WIS Advisors, she is excited to facilitate her client’s goals and dreams by partnering on their financial journey.
Mikayla enjoys horseback riding, hiking, traveling, and social events. She loves to read about business, finance, history, and theology.
Her favorite quote, by Winston Churchill, really sums up her commitment to faith, family, and finances… “We make a living by what we get, but we make a life by what we give”
THE WIS STORY
We want to create not just a financial plan... But a lifestyle design and lifestyle plan.
THE WIS STORY
We want to create
a financial plan...
But a lifestyle design and lifestyle plan.
Schedule a Complimentary Consultation
If you would like to learn more about WIS Advisors, or would like to schedule a complimentary consultation, please contact us today!