Allen Giese

As Wealth Manager, Allen works with individuals and families focused on family and legacy planning. His experience includes working with families with adult children suffering from a serious mental illness, special risk employees retiring from the Florida Retirement System, and affluent individuals and couples approaching retirement.

Allen authored, When Mental Illness Strikes; Crisis Intervention for the Financial Plan. He is also a member and former board President of the Broward County Chapter of the National Alliance on Mental Illness (NAMI).

Allen lives in Davie, Florida with his wife, Gayle, who is his rock and cornerstone. Together they have two adult children, Andrew and Paige. An avid cyclist, Allen has crossed the United States twice on a bike. He also is a highly accomplished violinist and plays regularly with his friends.