In 2006, Greg Allen, CFP®, 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 security and peace of mind 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, CFP®, to the group. Justin brings over 10 years experience in financial planning to the group.
Allen’s career in the financial industry began in 1972 with Merrill Lynch. Five years later, he started as a financial advisor with Morgan Stanley Dean Witter (now Morgan Stanley) where he spent 25 years working as a branch...
Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law...
Justin began his career in financial services while studying at The University of Wisconsin-Madison—first with Northwestern Mutual and then WEA Financial Advisors...