History of Disciplined Advisors Group
In 2006, Greg Allen, 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.