SG Wealth Management Group

SG Wealth Management Group

Allen W. Dillaire, CPA, CFP®

Partner - Tax & Financial Advisor

A partner in SG Wealth Management Group, LLC since it’s inception in 1999, Allen has concentrated his investment practice on retirement planning for his small business and non-business clients.

A Certified Public Accountant for 35 years, Allen utilizes his vast business experience and tax knowledge to assist clients in achieving their financial goals.

A graduate of Nichols College with a BS degree in Accounting, Allen also is a CERTIFIED FINANCIAL PLANNER™ Professional and maintains FINRA Series 7, 24, 63 and 65 Securities registrations and is an Investment Advisor Representative of Commonwealth Financial Network.

When not attending to the needs of his Investment and Tax clients, Allen spends as much time as possible in Scarborough, Maine with family and friends. 

He currently serves as Treasurer of Hadwen Park Congregational Church and The Higgins Beach Association.

Allen is a lifelong resident of Worcester, except for 5 years residing in Columbus, Ohio.

 

Christine Lang

Client Service & Administration

Christine has been assisting Allen since 2010 with all aspects of client servicing and administration, including opening new accounts and processing transactions for existing accounts.

Christine joined SG Wealth Management Group with several years’ experience in the Financial Services industry and has also supported another advisor for over 7 years.

In her leisure time, she enjoys visiting her daughter in Florida, traveling with friends and playing with her rescue cat, Smokey.