Your Financial Planning Team

Welcome to Allgood Financial Advisory. As you navigate through our website, we hope you get to know us better; but, no website can replace a meeting in person. Feel free to reach out to one of our Georgia team members to schedule a meeting so you can learn more about us.

Meet our Athens, Georgia Team Meet our Omaha, Nebraska Team

Wealth Advisors
Carlas Allgood

Carlas Allgood

Financial Advisor/Founder
Andy Jordan

Andy Jordan

CFP®

CERTIFIED FINANCIAL PLANNER™
Operations
Robin Miller

Robin Miller

Client Service Coordinator
Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform
Brett Carson

Brett Carson

CFA

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Research Department
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform
Jake Bleicher

Jake Bleicher

Equity Analyst
Brett Carson

Brett Carson

CFA

Director of Research
Scott Ford

Scott Ford

RFC

Technical Strategist
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Bob Wellman

Bob Wellman

Trading Specialist
Alyssa Zuck

Alyssa Zuck

Trading Specialist
Wealth Enhancement Group
Pete Mullen

Pete Mullen

Relationship Manager
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

Vice President, Trust Services
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning