Our Associates

 

 

Andrew D. Byron

Andy's photo new

Andy is a Investment Advisor  Representative  in the State of Idaho. His firm, Byron Financial Group through its relationship through ING Financial Partners, provides fee-based financial planning and independent investment advisory services to individuals and businesses throughout Southern Idaho. Andy has taught informational seminars for local colleges, corporations and associations as well as private groups. His topics range from basic money management principles to college planning to advanced asset allocation and  tax allocation strategies*. His practice focuses in the areas of wealth accumulation, retirement distributions, and legacy planning. He is registered for securities in the states of Idaho, Virginia, California, Colorado, Utah, Kentucky, Montana, Nevada, Oregon, Washington. (Series 7, 65 and 63-registered since 1995).

Formed in 2000, Byron Financial Group, is the parent company of Financial Educators of Idaho and was established with the purpose of providing a full range of financial products and services to a distinct group of clients.

Andy serves as a board member for a number of non-profit organizations and has additional business background in real estate development, limited partnerships, and investment properties. He is a recognized public speaker, former radio show host and an accomplished singer and songwriter.


 

Kristen Haase

Kristen Haase is our Operations Manager. She has a Bachelors Degree in Business Management and Accounting, holds a Notary Pulic commission and is insurance licensed in the state of Idaho. Kristen handles all client service requests, recordkeeping, bookkeeping and operational issues for Byron Financial Group. If you have a service request on an existing account or questions about your statements, contributions, distributions, account documents, or any other correspondence, Kristen is the one to contact.  

kristen@moneyeducators.com




Danielle Owen

Danielle Owen is our Health Insurance Marketing Director. In that role she works with small and large businesses, helping to implement group and individual health plans.

danielle@moneyeducators.com



 

 

Please note that neither Byron Financial, ING Financial Partners nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.