Our Team

Andy Osby is the Chief Investment Officer at Brokers Financial, our Registered Investment Advisor.  Andy oversees investment strategy and implementation of Brokers International’s proprietary ‘Retirement Ally’ suite of portfolio strategies.  Andy and the team at Brokers Financial provide us with an exceptional partnership, comprehensive back office support, and the resources needed to design, develop and implement the investment management that best aligns with our clients and their goals.

  

Andy has been in the financial services industry for 20 years, including portfolio construction and management at Principal Financial Group prior to joining Brokers Financial.  Andy holds degrees in Finance, International Finance, and holds his Series 7 (General Securities Representative), 24 (General Securities Principal), 53 (Municipal Securities Principal), and 66 (Uniform Investment Adviser – Combined State Laws) licenses.  He also holds ChFC (Charted Financial Consultant) and CRPC (Chartered Retirement Planning Counselor) designations.