Matthew Allgood, CFP®, CRPC®, CKA®, MBA
Principal & CERTIFIED FINANCIAL PLANNER®
I grew up as the fifth child of a small-town Southern preacher, and that upbringing shaped the values I bring to my work every day. It taught me the importance of integrity, service, and putting others first — principles that continue...
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Benjamin Romine
Financial Advisor
I was raised in Connecticut as the fifth of six children, which instilled in me a strong work ethic, resilience, and an early appreciation for the importance of financial planning.I earned my degree in Accounting and Management from...
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Chris Needs, CFA®
Senior Research Analyst
I graduated from Temple University with a Bachelor of Business Administration in Finance and Economics and am a CFA® charterholder.Prior to my current role, I worked as an Investment Consultant at Park Avenue Securities and as an...
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Kamisha McKnight
Advisor Service Coordinator
I have worked in the financial services industry since 2022, specializing in retirement planning, account management, and personalized client support. I am dedicated to providing attentive service and helping clients feel confident and...
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Zac Inklebarger
Advisor Service Coordinator
I serve as an Advisor Services Coordinator, where I support advisors with a wide range of client transactions and day-to-day service needs across their book of business. In this role, I focus on providing attentive support and helping...
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