Our Associates
Andrew D. Byron
Andy
is a Registered Investment Advisor in the State of
Idaho. His firm, Financial Educators of Idaho, provides
fee-based financial planning and independent investment advisory
services to individuals and businesses throughout Southern
Idaho. Andy has taught educational workshops and 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, Arizona, California, Colorado, Idaho, Kentucky,
Montana, Nevada, Oregon, Washington. (Series 7, 65 and 63-registered
since 1995).
In 2000, Andy formed the Byron Financial Group, an
Idaho corporation designed to be the parent company of Financial
Educators of Idaho with the purpose of providing a full range
of financial products and services to a distinct group of
clients.
Also in 2000, Andy became a member of the H.S. Dent Advisers
Network joining an elite group of 100 financial professionals
nationally (helping people understand change through their
association with Harry S. Dent, Jr., the best selling author
of The Great Boom Ahead, The Roaring 2000's,
and The Roaring 2000's Investor. Personally
trained and masters certified by Harry Dent, Andy has become
an expert in demographics and how they impact foreign and
domestic economics and financial markets. He teaches these
principles through a programs entitled "Wealth Advantage"
and "Investment Strategies for the Roaring 2000's."
Andy
is honored to serve on the President's Advisory Council for
ING Strategic Distribution. The group of twelve meet quarterly
to communicate ideas and issues to senior management that
affect independent advisors belonging to ING Strategic Distribution.
Andy has served as a board member for a number of non-profit
organizations. He lives in Boise with his wife and 3 daughters.
Andy's additional business background is in real estate development,
limited partnerships, and investment properties. He is a recognized
public speaker and radio show host of "It's Your Money"
mornings on KBOI 670 in Boise.
Client
Service Manager
Olga
Bougri is our Client Service Manager. Her job is to handle
all client service questions and problems. If you have any
questions about your statement, checks, documents, or other
correspondence, Olga is the one to call.
olga@moneyeducators.com
Sales and
Marketing Director
Danielle
Owen is our Sales & Marketing Director. As Sales Director
she implements all educational seminars, client briefings,
and scheduling appointments. As Marketing Director she organizes
all client and special events, media relations and public
correspondence.
danielle@moneyeducators.com
Office
Manager
Nancy
Byron owned and managed her own business for 14 years
before joining Financial Educators of Idaho in 1999 to manage
the office and organize all Educational Seminars and events.
Her job responsibilities include accounting, organization
of staff responsibilities/relations and strategic business
planning.
nancy@moneyeducators.com
The Harry Dent investment
strategy may be appropriate only for clients with a high tolerance
for risk. Please keep in mind that no one is able to accurately
predict how the market will perform, and that demographics
is one of many factors to take into consideration when making
investment decisions. Individual investors should carefully
consider their own goals and objectives, and assess their
tolerance for risk of principal. Investing in small or large
cap stocks in not suitable for every investor and involves
greater risk due to increased volatility. International investing
involves some risks not present with US investments, such
as currency fluctuation and political volatility. Investors
should always consider their own objectives, risk tolerance
and time horizon and invest accordingly.
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