Local. Trusted. Passionate.

Every individual on our team has a passion for serving others. We work to truly understand who you are and your specific financial needs by building relationships. We then work together to implement a comprehensive financial plan tailored to you and your family to help you achieve your goals.

About Us

Allen-Swatzell Wealth Team

The Allen-Swatzell Wealth Team is dedicated to helping you and your family achieve your financial goals.

With a combined 31 years of experience, each advisor brings individual strengths to effectively build lasting relationships and educate you and your family to make the best financial decisions possible.

Meet the Team

Learn more about each of the dedicated members of the Allen-Swatzell Wealth Team.

Ernie Allen, Jr.

Financial Advisor, RJFS

Read Bio

Lucas Swatzell

Vice President, Southwestern Investment Group, Investment Management Consultant, RJFS

Read Bio

Hannah Colbert

Client Operations Associate

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

816 S. Main Street
Columbia, Tennessee 38401

Latest Resources

  • 9 Tax Deductions You Didn’t Know You Could Write Off

    March 23, 2020

    Around tax season, the word “deduction” is music to our ears. We

    Read More

  • An Update from Jeff Dobyns About COVID-19 and Market Volatility

    March 17, 2020

    In the midst of the current public health crisis due to coronavirus

    Read More

  • The 5 Home Buying Tips You Need in 2020

    March 16, 2020

    If buying a home is on your list for 2020, you’re likely

    Read More

See More Resources