Category: Dallas

27 Jan 2018

Greg Allen

DAG Partner

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Greg Allen is the founding partner of Disciplined Advisors Group (DAG). At DAG, he oversees client accounts and client development, cultivating relationships and staying active in the community.

Allen’s career in the financial industry began in 1972 with Merrill Lynch. Five years later, he started as a financial advisor with Morgan Stanley Dean Witter (now Morgan Stanley) where he spent 25 years working as a branch manager in Santa Fe, Oklahoma City, and Chicago, and then was promoted to Regional Director for Morgan Stanley’s Southwest division in Dallas in 1995. Greg has been a Certified Financial Planner, CFP®, since 1984.

Allen then served as the National Sales Director for Bank of America Investment Services in 2003, before entering retirement and then coming out of it to start DAG.

Prior to his career in the financial industry, Allen served in the New Mexico Air National Guard, the Texas National Guard and the Oklahoma National Guard.

Allen has also played an active role in the community throughout his professional career. Currently, he is an active member of Cordillera Motorcycle Club in Colorado. With the Cordillera Motorcycle Club, Allen supports youth education with financial and materials donations and volunteering.

He has been on the board of directors for Make-A-Wish Foundation N. Texas, board of trustees for Cordillera Motorcycle Club, board of trustees for The Concord University Foundation and has served as a youth mentor in Plano, Texas.

Additionally, Allen has taught classes in economics/investments for the University of New Mexico, Los Alamos branch, and taught financial planning at the College of Financial Planning in Oklahoma City. He has also been a guest speaker at his alma mater, Concord University, West Virginia, where he received a bachelor’s of science in business administration with an emphasis in economics in 1970.

Allen is an avid traveler and loves motorcycles. He is married with a son and a daughter.

16 Jan 2018

Jeffrey Elinsky

Financial Advisor
(303) 643-5751

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Jeff Elinsky has been Vice President – Investments with First Financial Equity Corporation since 2012. Prior to joining FFEC, Jeff and was a Financial Advisor at Elevations Credit Union from 2009 until 2012. He held financial advisor positions at Merrill Lynch and Morgan Stanley prior, and before that worked in the Treasury Department of Marsh & McLennan (now “MMC”).

Jeff graduated from the College of William and Mary with a BA in English and has an MBA from the University of Colorado – Denver. Jeff’s passion is meeting with clients to help them build their portfolios and achieve their financial goals. Outside of work Jeff enjoys golf, movies, kayaking, and travel, as well as just relaxing at home with his wife Kathy and their two cats.

11 Jan 2018

Ric Panzera

Senior Vice President – Investments

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

A veteran of more than 40 years in the financial services industry, Ric Panzera brings a diverse background of expertise to his clients. Working with individuals and institutional clients, he has fixed income and equity experience as well as investment management consulting. Additionally, he has significant experience in corporate and public cash management and has written many articles for financial publications on the subject.

Ric has completed numerous consulting projects for benefit plans for cities and corporations. Ric originated the first GASB 45 multi-employer post-employment trust set up for public entities in Texas. He has acted as a financial advisor to a number of Defined Contribution plans for both public and private entities.

Ric is an Investment Advisor Representative, Municipal Advisor Representative and is an ERISA 408 (g) Certified Fiduciary Advisor. He served on the Board of Directors of the Securities Industry Association, Southern/South Central District 2004-2008 and as Chairman in 2007-2008. In addition, he is a longtime member of the Bond Club of New York.

A former competitive shooter and avid outdoors-man, Ric is a life member of the National Rifle Association, the National Skeet Shooting Association, the National Sporting Clays Association, the Dallas Safari Club and the Grand Prairie Gun Club.”