Our values are Relationships, Integrity, Service and Excellence.


Our advisors

Advisor photo for Dan Jiyamapa

Dan Jiyamapa

BFA, APMA, AWMA℠, CRPC, CLTC®, CSRIC®

Private Wealth Advisor

President of Allegiance Wealth Management
Learn more about Dan Jiyamapa Visit Dan Jiyamapa's website
Advisor photo for Steven Jennings

Steven Jennings

BFA, CLTC®, APMA

Financial Advisor

Vice President of Allegiance Wealth Management
Learn more about Steven Jennings Visit Steven Jennings's website


Our team

Jill Reamer

Jill Reamer

Operations Director

Deb Clapp

Deb Clapp

Client Concierge,

Marketing Specialist
Caitlyn Richter

Caitlyn Richter

Operations Manager,

Client Service Specialist
Brent Waller

Brent Waller

Client Service Specialist

Patcharanan (Yui) Thongcharoen

Patcharanan (Yui) Thongcharoen

Paraplanner

Mike Okerlund

Mike Okerlund

Financial Planning Specialist