created for you
From its location in Oregon, ViviFi Planning helps clients with equity compensation make smart decisions about their money. The firm exists to empower our clients by using their finances toward what matters most. We believe that finances should serve clients’ lives, not the other way around. This is the heart of the ViviFi mantra “bringing finance to life.”
who we are
Andy Mardock, MBA, CFP®
Founder and President
Andy is the founder and president of ViviFi Planning in Bend, OR. He was inspired to create the firm to bring exceptional financial advice to young professional families that have long been ignored by the financial industry.
Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner, a regional board member of the National Association of Personal Financial Advisors (NAPFA), which is the country’s leading professional organization of fee-only financial planners, and has been practicing fee-only, fiduciary financial planning for over 11 years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and holds a Bachelor of Arts from the University of Oregon. Andy has been quoted in nearly a dozen publications, including The New York Times, Wall Street Journal, CNBC, CNN, Barron’s, Kiplinger, among others and has written articles for finance industry professional magazine NAPFA Advisor.
Follow Andy on Twitter or Facebook at @vivifiplan, or reach Andy via e-mail at andy@vivifiplan.com.
Jessica R. D. Mardock, M.S.
Director of Operations
Jessica is the Director of Operations at ViviFi Planning, is a candidate for CFP® certification, and has passed the CFP® exam. Understanding that money is often a stressful and challenging aspect of life, Jessica thrives on ViviFi’s mission to empower lives by helping clients make smart financial decisions. Master of processes, systems, and making things work, Jessica focuses on the firm’s technology, working with providers, and administration.
She earned a Master of Science from the University of Cincinnati and a Bachelor of Arts from Franklin College in Indiana. Jessica is a dedicated steward of the environment and can often be found educating her and Andy’s two children on the finer points of gardening, baking/cooking, skiing, and finding the best tree to hug while recharging in nature.