• Home
  • Member details

Brian T. Allman, CFA

 

Member profile details

Membership level
Annual Supporter
First name
Brian T.
Last name
Allman, CFA
Phone
775-287-7461
Avatar
Supporter Bio
A native resident of Reno, Brian T. Allman grew up hiking the Tahoe Rim Trail, snowboarding at Mt. Rose, visiting nearby Lake Almanor and spending time with his family at locally-owned restaurants in the area. Brian's passion is working with business owners and families to develop comprehensive financial strategies that help his clients accumulate wealth for retirement, protect and utilize that wealth once they have retired, and efficiently distribute that wealth as they pass their legacy on to their heirs. Brian's passion is fueled by an intensive drive for excellence and education. After receiving Bachelor's of Science degrees in both Accounting and Finance from the University of Nevada, Reno in 2012, Brian went on to receive his MBA as well as earn the right to use the CFA, Chartered Financial Analyst, designation in 2013.

Brian has always had an entrepreneurial spirit. His first non-profit venture began at age 13, selling t-shirts door-to-door. Brian quickly fell in love with business and started a vending machine route, hiring his first employee after only 24 months in the business. While keeping his vending route in place, Brian decided to partner with his father in 2008 and served as the CFO of Elite Dental Institute, providing highly specialized continuing education to dentists across the world. Despite the success of all of his endeavors, Brian realized his true calling was in finance and the power of investing and now serves as a Financial Advisor with Edward Jones.

When not working closely with his clients to help them achieve their financial goals, Brian spends time with his family at regular Sunday dinners, hikes with his German Shepherd, Penny, and donates blood as often as possible. Brian is a President's Circle member of the Nevada Center for Entrepreneurship and Technology (NCET), is actively involved with the Reno-Sparks Chamber of Commerce as an Ambassador, was one of the founding Charterholders of the CFA Society chapter in Reno, and is very proud to serve as VP Sponsorships on the Reno Hayek Group's Board of Directors.

 

The Hayek Group has been recognized as a 501(c) non-profit organization. Federal Tax ID #46-4489924

Powered by Wild Apricot Membership Software