At a Glance

Working with our team goes beyond money management. We consider it an honor, a privilege, and a deep responsibility to call ourselves your advisory team.

When Andrew Tregre first launched his practice, his vision was always to build a community - a family - of clients in the Lafayette community. He prides himself on the sincere desire to help himself and others. While our door is open to anyone seeking sincere advice, those who find the most value are individuals who are family and faith-oriented. If we are not an ideal fit, Andrew will ensure you are matched with an advisor who best suits your financial and situational needs.

How We Started

Andrew started his career as an intern while attending ULL in 2013. Upon graduating, he accepted a full-time career with Northwestern Mutual as a financial representative. Based on his success as an intern, Andrew was invited into leadership quickly and became the College Unit Director for the Lafayette Office. This allowed him to not only build his personal practice but also give back to his alumni by coaching and empowering students throughout the Lafayette area through coaching and development. 

In 2021, Andrew was promoted from College Unit Director to Growth and Development Director. With his new leadership role, he recruits, develops, and mentors new advisors in the Lafayette Office. 

As a leader and mentor, Andrew is passionate about empowering people to achieve their financial security goals by working together with like-minded professionals to help them achieve those goals

Professional Accomplishments

  • Intern of the Year 2013, 2014
  • Pacesetter First 40 and Second 60: Nationally only 11% of new financial representatives qualify for this award as this award represents one of the highest measures of consistency within Northwestern Mutual.
  • Life Impact Award '15,'16,'17,'18,'19,'20,'21
  • Bronze Award 2016 Awards Year
  • Silver Award 2017 Awards Year
  • 257th Fast Track Academy Grad 2017
  • Gold Award 2018 Awards Year
  • Platinum Award 2019 Awards Year: Second in the Southern Region

Credentials

Retirement Income Certified Professional (RICP®): A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner designee, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.