Meet the Team

Jeff Allen

Jeff is a highly experienced financial advisor and wealth management consultant known for striking a careful balance between asset appreciation and risk management. His financial strategies and insights have often been featured in local and industry publications.

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Lee Williams

Lee Williams is from Alexander City, AL and currently resides there.  He attended Auburn University on a golf scholarship.  While at Auburn he earned a degree in Economics and was named a 3 time All American and 2 time Academic All American.

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