Allen primarily works behind the scenes at Cogent Strategic Wealth, building and maintaining our clients’ custom-crafted, globally diversified investment portfolios. Allen’s dedication to our client's success means constantly reviewing changing situations with a fine-toothed comb to avoid any unpleasant surprises.
Leading up to Cogent Strategic Wealth, Allen brings a wealth of prior experience as an evidence-based portfolio and wealth advisor for several other financial teams. His principled approach ensures clients are always on course and prepared for their short and long-term goals. He also is a Certified Financial Planner™ practitioner with a bachelor’s degree in Finance.
As a family man with a beautiful baby daughter, Allen and his wife expand on The Cogent Strategic Wealth family in more ways than one. His commitment to our clients and the team drives our purpose and goals forward.