Andy Osby | Vice President, ChFC® & CRPC® | SG Financial

Andy Osby ChFC®, CRPC®

Vice President - Investment Advisory

Andy Osby is the lead portfolio manager for Retirement Ally. Andy assists SG Financial through Brokers Financial currently. He previously worked at Principal Financial Group for the past 16 years. There he ran all of the Managed Account programs for Principal Securities and assisted advisors with financial planning and portfolio solutions. During his time at Principal he was also responsible for the portfolio construction and ongoing investment oversight of $5 billion in client assets under management. In addition to his experience, he obtained a B.B.A in Finance from Grand View University, a Chartered Financial Consultant(ChFC®) designation from The American College, and the Chartered Retirement Planning Counselor(CRPC®) designation from the College for Financial Planning.