Partner, Tax & Financial Advisor
A partner in SG Wealth Management Group, LLC since its inception in 1999, Allen concentrates his investment practice on retirement planning for his small business and non-business clients. As a Certified Public Accountant, he brings more than 35 years of business experience and tax knowledge to assisting clients in achieving their financial goals.
Allen is a CERTIFIED FINANCIAL PLANNER™ Professional and an Investment Advisor Representative of Commonwealth Financial Network. He maintains FINRA Series 7, 24, 63 and 65 Securities registrations, and holds a BS in Accounting from Nichols College. He currently serves as Treasurer of Hadwen Park Congregational Church and The Higgins Beach Association in Maine.
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. Outside of spending five years in Columbus, Ohio, he is a lifelong resident of Worcester, Massachusetts.
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 of experience in the financial services industry, including supporting another advisor for more than seven years.
In her leisure time, Christine enjoys visiting her daughter in Florida, traveling with friends, and playing with her rescue cat, Smokey.