Allen has over 26 years in the investment and insurance industry. He currently serves as the trusted advisor to more than 75 families and assists over 25 companies with their retirement plans. Allen proactively leads each day in service to his clients by treating them with respect and guiding them as an independent financial advisor with unbiased advice.
Allen and his wife, Laura, have three children. When not at the office, he is busy spending time with family making new memories. He is passionate about playing golf, coaching baseball, and enjoys attending TCU football games. Residing in Fort Worth, Texas, he is a proud and active member of Springdale Baptist Church, serving in many roles such as greeter, a member of the vision team and a participant in the stewardship committee.
Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.
As a CFP® professional, Hilary has been in the industry for over 25 years. She has a Bachelor of Business Administration from the University of Texas McComb’s School of Business and a Masters in Financial Management from the American College of Financial Services. She holds the Series 4, 7, 24, 53, 63 and 65 licenses. To keep an innovative mind, Hilary can often be found reading published pieces by various thought leaders in the industry. Outside of her passion for helping us provide the best service for our clients, Hilary enjoys morning runs and spending time with her husband and two children.
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards executing the advisory needs of Parklane Financial Advisors.
Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering. He began his career in finance with Dorsey, Wright & Associates in 1997, ultimately serving as Sr. Vice President. During his tenure Paul led the development of many of the firm’s investment solutions, including Guided Models, Exchange Traded Funds, Structured Products, and Managed Accounts strategies such as Tactical Tilt. Paul has co-authored several books on investing and has taught risk management best practices to financial professionals for more than two decades. Paul and his wife have two kids and reside in Richmond, Virginia.
Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to preserve the integrity of Parklane Financial Advisors. His work is a key component to supporting our firm’s core values of care character and competency.
Wes has held several roles in the financial services industry, providing our firm with a huge foundation and expertise in his role. Wes’ previous positions included the titles of trader, trading manager, operations manager, and compliance manager. Wes obtained his Bachelor of Business Administration from the University of North Texas and is Series 7, 63, 66, 24 & 55 licensed. When he is not spending time at the office, he enjoys working out and playing in the band for and at his church.