Since 1994, Gary has helped high-net-worth investors and families address their wealth accumulation, tax planning, estate planning and wealth transfer needs.  He is a co-founding member of Allen Wealth Management Group and leads the team’s client education seminars and community outreach programs.

To further his knowledge in helping his clients pursue their goals, Gary earned the Chartered Retirement Planning Counselor™ designation in 2008.  He earned a B.B.A. from National University and holds Series 7, 8, 63, and 65 securities licenses, as well as life, health and variable insurance licenses (including annuities).  Prior to entering the investment industry, he served honorable in the U.S. Navy.

Peggy is a co-founding member of Allen Wealth Management Group with more than 50 years of investment industry experience and knowledge.

Over the course of her career, Peggy has focused on providing goal-based financial guidance.  She incorporates tax-efficient succession planning designed to generate income while mitigating downside risk.  She also works with clients and their estate planning professionals to address matters related to wealth transfer planning to help clients navigate life-changing events

Peggy holds Series 7 and 66 securities licenses as well as life, health and variable insurance licenses (including annuities).

Tony brings nearly 30 years of investment industry experience and knowledge to the team.  He provides in-depth analysis and familiarity on tactical asset management strategies, annuities, and other complex investment products.  Tony develops and creates customized multigenerational and retirement planning strategies and is instrumental in providing tax (transparency, accountability, and ownership) planning strategies and alternative investment ideas.

Tony graduated with a bachelor’s degree from Hyles-Anderson College and holds Series 7, 63, and 65 securities licenses as well as life, health, and variable insurance licenses (including annuities).

With more than 10 years in the financial services industry, Ron is an invaluable part of the operations and administration of Allen Wealth Management Group.  He is instrumental in the client onboarding process, account-related issues, and cash management.

Ron attended California State University - San Bernardino and holds Series 7 and 66 securities licenses.

Coni is instrumental in her role with the Allen Wealth Management Group as the team’s first point of contact.  She actively maintains communication with clients and keeps them abreast of any information or materials that may be needed.

Coni earned a B.A in Communication from California State University of San Marcos.