About Allen Gibson, CFP®, CHFC, CRPC, CLTC, CDFA, CEP, BFA, NSSA
When I graduated from college Ameriprise (then IDS Financial) refused to hire me because I had no experience and my personality profile suggested troubled loner. They hired me as an assistant at $5.50 per hour and about 9 months later they allowed me to enter the advisor training program. I spent 25 years there before starting my own RIA in 2016.
In 2016 the entire broker/dealer world was fighting the Department of Labor’s attempt to hold advisors to a fiduciary standard. I thought that was the wrong position to take. I wanted our clients to know that I wanted to be fiduciaries.
I had my Jerry Maguire moment and began exploring how to become a Registered Investment Advisor. I left Ameriprise, and started to build my new firm from scratch with no clients and no income.
We work directly for our clients, not a brokerage firm or insurance company. We only get paid for financial advice. No commissions, referral fees, bonuses, trips or t-shirts for selling investments or insurance.
We provide comprehensive financial planning services for our clients to help them reach their various goals. That process may include, but is not limited to, investment management, insurance recommendations, retirement planning, Social Security and Medicare consulting and tax and estate planning.
We rely heavily on technology to provide our clients with a modern experience and we believe in extensive continuing education to stay sharp and proficient.
The best part of me and my story is my family. My wife, Dede, our son, Kylar, and our dogs, Molly and Maggie. We love spending time together, preferably on the water or in the mountains.