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

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

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Hannah Colbert

Registered Representative

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Dustin Schletzer

Registered Associate, RJFS

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Laurie Snively

Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS

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Contact Our Team

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Our Location

816 S. Main Street
Columbia, Tennessee 38401

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    September 17, 2019

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