Allyn enjoys managing portfolios for our advisory clients where he embraces a tactical approach, coupled with solid fundamental research and leading financial analyst recommendations in making his investment selections. With his active daily oversight, he guides our clients to and through retirement where he uses his knowledge of individual securities and markets to help lead clients through the bull and bear swings.
Allyn has always loved family and building strong, lasting relationships so by choosing a career in the Financial/Insurance industry, he has been able to bring added value to the various relationships he embraces.
As a Retirement Income Certified Professional (RICP®), Allyn is passionate about crafting sustainable retirement income strategies that lasts a lifetime. By taking the time to understand the unique individual needs of each client, he can provide a personalized, designed portfolio addressing income needs.