Lasting relationships. For all that matters

Allen has been around the financial industry for the majority of his life. His mother worked at a brokerage firm for over 18 years, and through this exposure he was able to learn the value of saving and the wealth management process. While attending The University of South Carolina,  Allen completed an internship in the financial services industry. This experience ignited his interest in wealth management and wealth preservation process. After graduating from college, Allen held a successful career as a medical device representative, where he consulted with surgeons and staff for three of the world's largest medical device companies.  While this career was exciting, and ever evolving Allen realized his desire to directly help people was not being met. While Allen was in the process of personally interviewing financial advisors for himself he quickly realized the need for quality financial planning advice. In early 2018  Allen decided to take a leap of faith and pursue his desire to help others through a career in financial services. His passion for having a positive impact on people's lives and doing all he can for his clients.  Today, Allen takes great pride in offering a concierge level of service to clients as we help guide them through life's biggest challenges. It's the important things – our families, our values, the impact we have on others – that connect us. We help each client answer some of life's questions: "Should I start my own business? Is it better to leave my kids everything? Or nothing? Will my family be ok when I'm gone?" Together, I know we can find the answer. Whatever your concerns, we can help you create a comprehensive financial plan to address your important priorities. Not only do we help families but small to large business owners and their employees alike.