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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Zachary Allen

Principal Owner | Financial Advisor

937.552.9719

937.552.9721

zachary_allen@glic.com

Zachary Allen, the principal owner and financial advisor of AFG. He is 2006 graduate of Wright State University. He majored in financial services, was a member of the Raider Golf Team, and made two mission trips to serve orphanages in...
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Thomas D. Wyatt, JD, CFP

Qualified Plan Specialist

Tom is a 2003 graduate of the Capital University Law School. Tom was admitted to the Ohio Bar in 2003, but does not practice law. Tom is also a graduate Magna Cum Laude of the University Of Toledo School Of Business, with areas of...
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Christopher Rohan

Investment Specialist

614.785.5100

614.785.4255

christopher_rohan@glic.com

My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. I understand the challenges...

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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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