Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Greg Smith, CLU, ChFC
- Megan Allen
Greg Smith, CLU, ChFC
Senior Consultant
Gregory is a Chartered Life Underwriter and Chartered Financial Consultant, meaning he is able and ready to help you with all your retirement needs. Greg has spent over 25 years in the financial services arena, earning many awards and...
Megan Allen
Retirement Services/Assistant to Greg Smith
Megan is a licensed agent ready to assist with any and all matters. Megan works as a client liaison, assisting with service matters and account processing. In her spare time Megan enjoys spending time outdoors and trying to keep up...