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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

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Lucas Swatzell

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

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Hannah Colbert

Client Operations Associate

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Contact Our Team

Our Location

816 S. Main Street
Columbia, Tennessee 38401

Latest Resources

  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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  • 6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

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  • How a Trust Can Meet Your Estate Planning Goals

    December 23, 2019

    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

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