Michael Christy
Chairman & CEO, Senior Financial Advisor
About
kən-ˈsȯr-sh(ē-)əm — more than one shop, one goal. Specialists at the table so the household does not have to assemble the firm.
The story starts in a kitchen in Mandeville. CEO Michael Christy wanted planning that did not sort people by status — then built a firm that could actually do the whole job.
Founded in 2018. Twenty years of industry scars before that. Non-proprietary. Open architecture. Advisors across the Gulf Coast and beyond, with offices in Slidell and Mobile.
Legal structure, protection, taxes, then investments. We sit on the same side of the table as the household.
Leadership
Chairman & CEO, Senior Financial Advisor
Senior Managing Director, Head of Corporate Benefits
Managing Director, Senior Financial Advisor
Managing Director, Head of Wealth Management
Managing Director, Head of Financial Planning
Managing Director
Full bios and photos next. Names are live from the current site.
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A consult. No product pitch. We confirm by phone or email.