Disciplined Advisors Group

History of Disciplined Advisors Group

In 2006, Greg Allen*, a financial industry veteran and leader in investment services, saw an opportunity to help his family and friends manage their money better. Allen came out of retirement to establish Disciplined Advisors Group (DAG), with the goal to provide investment strategies that create long-term independence and financial confidence for its clients.

Two years later, Allen was joined by long-time colleague Steve Stubbs*. Having worked together previously in their careers, Allen and Stubbs bring more than 65 years’ experience to the group. Stubbs retired in 2016 to pursue other life goals of traveling and spending time with his kids and grand-kids. In 2010 DAG added another partner, Zach Allen, who brings to the group experience in the financial service industry plus knowledge regarding estate planning with his law degree.

In 2019, DAG introduced Justin Gedlen to the group. Justin, a Certified Financial Planner, brings over 10 years experience in financial planning to the group.

*These individuals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is no way related to Cetera Advisor Networks LLC or its registered representatives.