Who We Are 

Stephen C. Galligan is a Certified Public Accountant, a Certified Financial Planner, and a Registered Investor Advisor with more than 20 years of experience. He is recognized as a Personal Financial Specialist by the American Institute of Certified Public Accountants. Steve has an MBA in Finance & Accounting and a Master of Science in Applied Math & Physics from Indiana University. Stephen Galligan is an active member of NAPFA , the National Association of Personal Financial Advisors, and operates as a fee-only planner.  Steve specializes in comprehensive personal financial planning in conjunction with investment advisory and tax planning for individuals, families and small business owners.

Professional Certifications & Licenses

  • MN Board of Accountancy - CPA Individual Certificate 18124
  • MN Board of Accountancy - CPA Corporate Certificate 01117
  • MN Society of Certified Public Accountants - Member Id 14960
  • AICPAs - Personal Financial Specialist Designation, Certificate 07007
  • Certified Financial Planner Board of Standards - CFP License 057469
  • Registeres Investment Advisor-MN Dept of Commerce - Form ADV
  • Member NAPFA - National Association of Personal Financial Advisors
  • Click Resume to view Stephen Galligan’s full resume

Jessica Slowter  is a Licensed Attorney in Minnesota. Jessica holds a Juris Doctor degree from the Hamline School of Law, a Bachelor of Science Degree in Economics from Ohio State University, and is currently pursuing a Masters in Accounting with a concentration in Taxation at Southern New Hampshire University.  Jessica specializes in tax planning and preparation activities in addition providing customer support related to financial  & estate planning, & client investments.   Contact Jessica by emailing Jessica@GalliganFinancial.com or calling directly at 651-456-5385

 

Sara Galligan is a Licensed Attorney in Minnesota and is the Director of the Ramsey County Law Library.  Sara is a principal owner of Galligan Financial along with Stephen Galligan.  Sara holds Juris Doctor degree from the William Mitchell College of Law, a Master of Public Administration degree from the University of Michigan, and a Master of Library Science degree from Wayne State University. Sara assists with tax research in addition to researching regulatory issues that impact financial  planning, investment advisory, and certified public accounting firms. 

 

Galligan Financial Advisors works with an informal network of attorneys, CPAs, insurance agents, and counselors to provide a uniquely qualified team of successful professionals for its clients. When a client`s needs are beyond our level of expertise, such as in estate planning where an estate attorney who is familiar with state statutes is need to draft documents and provide legal advice, we provide referrals to professionals who complement our work and share the same sense of client service that we do.