The strength and experience of our wealth advisors, financial analysts, and client service professionals—along with a proven long-term philosophy and focus on concierge service—form the bedrock of Allegiant’s client-centric approach. Customized financial solutions developed for each client are based on our independent thinking, proprietary research, and a team structure that considers every angle.

We look forward to welcoming you into our family, and earning our place in yours.

INVESTMENT MANAGEMENT

Paul B. Cantor

CFA / CFP® / AIF®
Principal, Chief Operating Officer
CERTIFIED FINANCIAL PLANNER™

Cameron Dees

Research Analyst

Will Geisdorf

CMT
Senior Research Analyst

Benjamin W. Jones

CFP® / AIF®
Principal, President, Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™

Luke Nicholas

CFP® / CFA
Principal, Director of Portfolio Management
CERTIFIED FINANCIAL PLANNER™

WEALTH MANAGEMENT

Martin J. Kossoff

CFP® / AIF®
Principal, Chairman
CERTIFIED FINANCIAL PLANNER™

Michelle Cross

CFP® / CPA / CDFA® / AIF®
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™

Melissa Walsh

CFP® / CFA / AIF®
Principal, Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™

Carl A. Watkins

CFP® / CDFA™ / AIF®
Principal, Director of Financial Planning
CERTIFIED FINANCIAL PLANNER™

Kristina (KJ) Vorndran

MS / CFP® / CRPC®
Master of Science Degree, Personal Financial Planning, Paraplanner
CERTIFIED FINANCIAL PLANNER™

CLIENT SERVICES

Kristina A. Eastmond

Principal, Director of Client Service

Lynda D. Franklin

Director of First Impressions

Karyn Nantes

Operations Specialist

Helen M. Raymond

Senior Operations Specialist

Karen Rivot

CFP®
Senior Operations Specialist
CERTIFIED FINANCIAL PLANNER™

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

Email Updates

Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser

© 2020 Allegiant Private Advisors. All rights reserved. | Website Privacy Policy | ADV | CRS