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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Andrew J. Galy

President

(504) 934-1414

(504) 456-4770

[email protected]

Andy attended LSU in Baton Rouge, Louisiana, where he played 2nd base for the Tigers. He was the Team Captain his senior year and was on the 1986 & 1987 history making teams, being the 1st LSU teams to play in the College World Series. Andy graduated from LSU in 1989 and began his career as a financial consultant.

With experience in many areas, Andy specializes in portfolio risk management and retirement income planning.

Andy resides in New Orleans, Louisiana with his wife Elizabeth and children, Austin, Alex and Katherine.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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