Our Team

Rick L. Kent, CFP^®, ChFC, AIF^®
Owner/Principal
Registered Representative, Securities America, Inc. Investment Advisor Representative, The Merit Retirement Advantage

Rick, his wife, Joyce, and son, David, reside in Roswell, Georgia.  As a family they are actively involved in their local church and community.  Rick spends his free time enjoying hobbies such as snow skiing, hiking, sailing, kayaking and other outdoor activities.

Rick is enthusiastic about helping people achieve their financial goals and objectives. Rick has a great deal to offer clients through his extensive background in estate planning and his knowledge and expertise in financial retirement planning.  He takes a personal interest in each client that he meets with as he enjoys working with people and it comes across in his personality.  With over 20 years of business experience, Rick now focuses most of his time on retirement and estate planning.

Rick is an Honorary Chairman on the National Congressional Committee Business Advisory Council.  He is also a member of NAIFA (National Association of Insurance and Financial Advisors).  Rick received his Chartered Financial Consultant's degree from American College.  As a Certified Financial Planner® practitioner, Rick is a member of  the Financial Planning Association, where he has volunteered his time to speaking on various financial topics.

"Life always offers unique challenges, and I enjoy helping people overcome obstacles and fears they face to achieve success.  I am proud to be a part of Allegiance Advantage Group, a group of individuals with high morals and integrity." 

James B. Russell, III, ChFC
Financial Advisor
Registered Representative, Securities America, Inc. Investment Advisor Representative, The Merit Retirement Advantage

Jim and his wife, Joanne, live in Roswell, Georgia.  After serving in the United States Marine Corps, Jim graduated from Stetson University with a B.B.A. degree.  He is also a Chartered Financial Consultant.

Jim began his financial and estate planning career with the Mixon Baker Agency National Life of Vermont in 1978.  In 1980, Jim joined the firm of Al Adams Rare Coins.  In 1982, he became Vice President of that firm.  He specialized in trading precious metals and working with clients to build hard asset portfolios.  Returning to financial and estate planning in 1995, Jim joined WMA as an associate.  After becoming a registered representative, he became affiliated with Securities America, Inc. and moved to Allegiance Advantage Group.

"I particularly enjoy assisting clients with their estate planning and financial goals.  I also enjoy teaching seminars on these subjects and interacting with attendees.  I always look forward to helping people."

Amelia B. Wood
General Manager

Amelia holds a Bachelor of Science degree in Management from the University of South Florida and is also FINRA - Series 7 - General Securities Representative and NASAA - Series 63 - Uniform Securities Agent State Law Examination licensed.  Amelia enjoys playing tennis through the Atlanta Lawn & Tennis Association (ALTA).  She is a member of the Alpha Delta Pi sorority and is involved in Culture Shock® Atlanta, a professional hip-hop dance troupe and non-profit, youth outreach organization.
 
"Since joining Allegiance Advantage Group in 2001, I have enjoyed watching the company grow.  I truly feel that we set the standards for what we do!"

Debra Dabney
Sr. Client Service Representative

Debra, a native New Yorker who began her career with Allegiance Advantage Group in 2002, has more than 20 years experience in financial services, quality control and risk management with a concentration in the areas of Mortgage Banking, Interim Lending and Casualty Claims Management for companies such as General Homes, FDIC/RTC, and Crawford and Company.

Debra spends her free time with family.  A huge jazz enthusiast, her hobbies include gardening and reading.  She is a member and co-founder of a local reading group in Atlanta since 2004.

"Our goal at Allegiance is to provide every client with excellent service.  We are here to answer all of your questions concerning asset management and the retirement process. 

We are here to help remove the uncertainty of retirement, while supporting you on the path toward your personal retirement goals."

Bryant Fisher
Client Relations Director

Bryant Fisher is the newest member of our team, overseeing our Client Relations department.  New to the Atlanta area, the California native has 17 years of Customer service experience and has worked for Goldman Sachs Investment Bank for 4 1/2 years.  Bryant holds a Bachelor's degree in Sound Engineering and Film.  In his spare time, Bryant loves listening to music, traveling, and cooking.  Bryant takes pride in helping people identify their financial goals and achieve them.

Barbara Bowen
Front Office and Administrative Support

Barbara has been working for Allegiance since 2001 and has been a great addition to the team. Barbara currently resides in Woodstock, GA. Her interests are broad and varied, but she really enjoys cooking and sewing.

"Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality."