Our Associates
Andrew D. Byron
Andy is a Investment Advisor Representative 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 informational 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.
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 former radio show host.
Client Service Manager
Kristen Haase is our Client Service Manager. She is insurance licensed in the state of Idaho and she handles all client services and issues. If you have questions and/or concerns about your statements, checks, documents, or any other correspondence, Kristen is the one to contact.
kristen@moneyeducators.com
Health Insurance Marketing Director
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
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 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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