“You can’t ever give up — you have to keep pressing through. If you know you’re doing the right thing for people, it’s always going to work out. Always.”
Veterans Day is a time to pause, reflect, and pay tribute to the men and women — past and present — who have fought for our country. One of those people is Andy Pike, a 26-year Air Force veteran and the CEO of Quo Vadis Financial in Pearl City, Hawaii. A native of Cincinnati, Ohio, Andy joined the Air Force as an 18-year-old in 1977 initially intending to carry out a four-year enlistment. Inspired by the values and discipline of the military, he went on to serve over two decades before retiring in 2003 to pursue a career in financial services. He later decided to try his hand in the independent space, starting Quo Vadis Financial in 2010 surrounded by the sandy beaches and tropical palm trees of Hawaii.
Andy joined Cambridge CEO Amy Webber to discuss his time in the military, why he decided to pursue independence, his vision for Quo Vadis Financial, and more. In Episode 170: Attitude and Effort, you’ll learn:
Andy Pike joined the United States Air Force in 1977, hoping to ﬁgure out what he really wanted to do with his life. As he progressed through the ranks and moved to different bases and countries, there was always one person, at each assignment he could pinpoint as a mentor. From his mentors, he learned the qualities of a good leader and began to develop a passion for helping others. As Andy prepared for military retirement in 2003, he decided to join a ﬁnancial planning ﬁrm and ﬁgured he would be able to continue coaching and mentoring clients as if they were "his troops."
As time went on, it became clear to Andy that going the independent route was the only way he could build a ﬁrm solely focused on the clients’ best interests – something he truly wanted. Quo Vadis Financial Management was born out of a passion for having deep, meaningful relationships with clients that focus more on the relationship than on the ﬁnancial element.
Since 2007, Andy has focused on teaching various biblically-based ﬁnancial classes in his community. Unable to imagine a career outside of ﬁnancial advising, Andy has no plans to slow down or retire anytime soon.
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Quo Vadis Financial Management Inc and Cambridge are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.