Serving clients since 1992

As a fiduciary, Allen believes in always doing what is best for his clients. Relationships are at the center of everything he does, and he focuses on gaining a deep understanding of each client, who they are, what they value, and what they want out of life before ever offering financial advice. He creates custom plans based on their values and goals, educating them about each of their options so they can choose the path that’s best for them. Through this educational process, he helps people make confident, informed decisions. During his career in the industry, Allen has found that clients often feel greater peace simply by knowing where they stand and what they need to do to accomplish their goals, and he enjoys helping people reach this level of clarity and focus.

Serving clients since 1988

Jerry finds joy in building strong relationships with clients. He is a naturally skilled listener, and he focuses on gaining a deep understanding of his clients’ lives to help them prioritize their objectives and move forward with purpose. As a fiduciary advisor, he develops creative strategies to help them maximize their wealth and get on track for the life they want to live, and he works diligently to ensure their plans are carried out effectively.

Serving clients since 1998

David plays a vital role in the client education and planning process. He works behind the scenes, examining each client’s financial situation and identifying specific ways they can use their resources to achieve their goals. With his comprehensive financial planning experience and a keen eye for detail, he helps open clients’ eyes to their financial options and opportunities, giving them greater clarity about their situation and the confidence to make strategic decisions.

Outside of work, David enjoys spending time with his wife and exercising his musical talents. He plays keyboard with several bands, hosts a weekly two-hour jazz show on Cape Fear Radio, and runs the sound for his church, 828Church.

Serving clients since 1997

Valeria joined Liberty Square in 2014, and with her long and varied experience in the financial services industry, she is highly skilled at anticipating the needs of our clients and advisors. She manages many aspects of our internal operations, including document preparation and processing, communicating with vendors, and in general, ensuring our team has everything it needs to serve clients with excellence. She is also a valuable support system for clients, answering questions and helping with a variety of tasks throughout the onboarding and planning processes.

In her spare time, Valeria loves being active and spending time outdoors. Her current hobbies include pickleball, cycling, kayaking, helping with set design for the school theater, and camping with her friends and family. She and her husband Julian have three children, and they enjoy traveling together.

As a finance associate, Connor ensures our advisors have everything they need to serve clients with excellence. With keen attention to detail, he monitors our clients’ progress through the asset transfer and rollover process and keeps our team up to date with pertinent information. He has a knack for anticipating needs, and he serves as a valuable support system for both our team members and our clients. Connor joined our practice in June 2025 and in October 2025 he passed his Series 65 Exam.

Connor loves trying new things, and some of his hobbies include hiking, playing guitar, and working out. He also enjoys spending time with his friends and family.

Anthony joined our team in May 2024 and passed his Series 65 Exam in June 2025. He contributes to our practice in a wide variety of ways. He assists advisors with different projects, helps clients when they have questions about their accounts or part of the planning process, and in general, keeps our internal systems running smoothly. He is constantly learning and looking for ways to raise the bar, and his goal is to provide high-quality, reliable service that makes a positive impact on clients’ lives.

Anthony is an avid sports fan who enjoys auto racing and cheering on the Philadelphia Eagles. He also loves to travel (particularly to tropical destinations) and spend time with his friends, family, and fiancée Marissa.