At our firm, we have the client—and only the client—in mind.
Reasons for becoming a financial professional are often deeply personal. Beginning with my own family of origin, I saw several friends and family struggling to successfully map out their financial future as I was growing up. The contrast between those experiences, and what I witnessed in the family experiences I was privy to during my time as an undergraduate student at Vanderbilt University, was very formative for me. Many VU students were from upper-income families, or even very wealthy families, and I quickly realized those who weren’t were only able to attend due to the largesse of the university … or because someone had done some significant, strategic financial planning! And because I so enjoyed my college exprience, that was when I began to really grasp the value of financial planning.
Today, I am confident that my passion for personal finance, coupled with extensive training as a financial professional, enables me to help people better prepare for their financial future. After years in the business now, Allgood Financial has developed a reputation for educating individuals in an easy-to-understand manner so clients can grasp personal finance and use those concepts to pursue their financial objectives. That is very gratifying, and it feels like I am accomplishing one of my purposes in life through my work at Allgood Financial.