Allyn enjoys managing portfolios for our advisory clients. He uses a tactical approach coupled with solid fundamental research and leading financial analyst recommendations in making his investment selections. With his active daily oversight, he has been very successful in guiding our clients to and through retirement. Allyn holds his Retirement Income Certified Professional, RICP® designation and designs portfolios for those in need of supplemental income.
Outside of work, Allyn enjoys exploring new territory in his home state of Texas, fishing, bible studies, mentoring individuals and playing World of Tanks. He is an engaging individual who never meets a stranger and is quick to adapt to his surroundings.
With formal training in pastoral studies, it is his desire to build and shepherd lifelong relationships with our clients while maintaining the highest standards of quality service and integrity.
