Associate Financial Planner
Allen joined Smith, Salley & Associates in January of 2017 and works as an associate financial planner. Allen assists in building and executing retirement plans. He also responds to our client’s service needs.
Allen passed his Certified Financial Planner™ exam in November 2015 and will fulfill his experience requirement in 2017. Prior to joining Smith Salley, Allen spent two years with a wealth management firm in Northern Virginia. Allen grew up in Chesapeake, VA and in 2014 graduated from the Pamplin College of Business at Virginia Tech University with a B.S. in Business and a focus on financial planning. Allen currently resides in Winston-Salem where he enjoys golfing, hiking, and attending as many Virginia Tech sporting events as possible.