An owner of SG Wealth Management Group, LLC, since its inception in 1999, Allen concentrates his investment practice on retirement planning for individuals and small business owners. As a Certified Public Accountant, he brings more than 44 years of business experience and tax knowledge in assisting clients to work toward their financial goals.

Allen is also a CERTIFIED FINANCIAL PLANNER^® Professional and an Investment Advisor Representative of Commonwealth Financial Network and Bartholomew & Company Wealth Management, LLC. He maintains FINRA Series 7,24,25,63 and 65 Securities Registrations and holds a BS in Accounting from Nichols College in Dudley, MA. He previously served many years as the Treasurer of Hadwen Park Congregational Church, Worcester and the Higgins Beach Association, Scarborough, ME.

When not attending to the needs of his Investment and Tax clients, Allen spends as much time as possible entertaining family and friends on Webster Lake. Outside of spending 5 years in Columbus, OH, he had been a lifelong resident of Worcester, Massachusetts until April 2025, when he, his wife Kathleen, and their 4 Pomeranians moved to Webster Lake.

As a senior advisor at SG Wealth Management Group with 20 years of experience, Devon partners directly with clients to provide comprehensive financial advice and personalized investment portfolios designed to help work toward their goals and obtain confidence over their finances. His holistic wealth management approach is built on delivering tailored objective guidance in the areas of investment management, financial planning, risk management, cash flow management, estate planning, education planning and tax efficiency.

After spending 16 years in Colorado, Devon and his wife, Brooke moved back to Shrewsbury, MA in 2019 with their 3 children-Jack, Aven and Colin. He enjoys spending time outside with the family whether it is skiing, golfing, or hiking.

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.