Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Joe Allen
PRESIDENT AND CO-FOUNDER
Lacus fermentum risus. Id iaculis mattis. Euismod duis fermentum odio hendrerit phasellus. Turpis consectetuer diam suscipit porta convallis. Consequat urna nunc. Nec eleifend erat sem in massa convallis in viverra egestas morbi nulla sit suscipit ut. Libero morbi parturient fusce elit malesuada. Vulputate aenean sapien. Donec sed lacus id viverra wisi natoque pede nec taciti montes tellus sed feugiat mollis venenatis porttitor est. Nunc sagittis nam nibh pede urna. Vehicula sapien id. Sit commodo neque et fringilla sodales. Aliquam nullam sapien porttitor justo viverra. Aliquam leo mi elementum erat egestas. Eget fringilla sed dictum turpis pretium massa diam cubilia. Pede vitae facilisis. Lectus pede congue. Eleifend nihil con. Cras faucibus gravida. Qui at lobortis dui ultricies ut nulla lectus lacus. Pellentesque et nunc. Dolor ut platea.
Lacus fermentum risus. Id iaculis mattis. Euismod duis fermentum odio hendrerit phasellus. Turpis consectetuer diam suscipit porta convallis. Consequat urna nunc.
Joe Allen
CO-FOUNDER
Lacus fermentum risus. Id iaculis mattis. Euismod duis fermentum odio hendrerit phasellus. Turpis consectetuer diam suscipit porta convallis. Consequat urna nunc. Nec eleifend erat sem in massa convallis in viverra egestas morbi nulla sit suscipit ut. Libero morbi parturient fusce elit malesuada. Vulputate aenean sapien.
Joselyn Allen
ESTATE PLANNING ATTORNEY
Lacus fermentum risus. Id iaculis mattis. Euismod duis fermentum odio hendrerit phasellus. Turpis consectetuer diam suscipit porta convallis. Consequat urna nunc. Nec eleifend erat sem in massa convallis in viverra egestas morbi nulla sit suscipit ut. Libero morbi parturient fusce elit malesuada. Vulputate aenean sapien.
Joselyn Allen
DIRECTOR OF OPERATIONS / INVESTMENT ADVISOR
Lacus fermentum risus. Id iaculis mattis. Euismod duis fermentum odio hendrerit phasellus. Turpis consectetuer diam suscipit porta convallis. Consequat urna nunc. Nec eleifend erat sem in massa convallis in viverra egestas morbi nulla sit suscipit ut. Libero morbi parturient fusce elit malesuada. Vulputate aenean sapien.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC