Whether you’re focused on building wealth, protecting your family, or preserving what you’ve worked hard to achieve, our team takes the time to understand what matters most to you. At Allied Financial Advisors, we provide personalized financial planning and guidance tailored to your goals, today and for the future. With years of experience in wealth management and financial services, our professionals are here to help you move forward with confidence. We look forward to working with you.
Grant Holdren, CFP®, CLU®
President
Christopher J. Lyman, CFP® ChFC®
Certified Financial Planner
Isidore Ogoussan, CFP® ChFC®
Certified Financial Planner
Linda Roth
Vice President of Operations
Jean Walton
Client Service Professional
Lauran Parson
Client Service Professional
Kellie Flanagan
Marketing Coordinator
Our Preferred Partners
True financial confidence comes from having the right team around you. Our preferred partners offer specialized expertise in Medicare guidance and personal financial coaching, helping clients simplify complex decisions, build stronger financial habits, and pursue a more secure future.
Joseph Carney
Choice Care Senior Benefits Agency Owner
Tracy Shunkwiler
Coaching to Grow Owner