KYLE ALLYN – Executive Vice President and Investment Advisor Representative
Kyle Allyn is the Executive Vice President of Hoffman Financial Group. Kyle has been with Hoffman Financial Group since the early beginnings at our flagship location in Sandy Springs. He has worked to grow our family of clients planning for retirement, helping us become one of the top independent financial firms in Atlanta. He is Series 65 licensed and an Investment Advisors Representative of Retirement Wealth Advisors. As an Investment Advisor Representative, he has a fiduciary duty to our clients.
In 2014, Kyle brought his experience to Hoffman Financial Group, where he was instrumental in growing the company to its current state with his dedication to providing beneficial financial strategies. Kyle, seeing the need to raise the standard for advisors’ commitments to their clients, has organized, and hosts, our workshop program. This program gives our clients access to retirement professionals across the nation. His strategies for leveraging financial products have grown the company from 100 clients to over 500 families in the greater Atlanta area.
Kyle was the first employee of Hoffman Financial Group. His passion for finding investments and his commitment to clients is unmatched. His most recent contribution to the company is his diversified “Financial House.” This approach assists as pre- and post-retirees look to make informed decisions as they near retirement. He looks forward to building a long-standing relationship with his clients as he continues to put them first. Kyle is also a frequent guest host on “Money Unleashed,” a radio show airing Sundays at 2 p.m. on NEWS 95.5, AM750 WSB, and the Hoffman Financial Group YouTube vlog.
Kyle’s main goal is to help clients achieve more of their financial goals and dreams with the highest level of honesty, integrity, and ethics. His core beliefs and values include being a trustworthy professional who always puts the needs of our clients first.
In his spare time, Kyle enjoys spending time with his wife, attending Buckhead Church, traveling, playing golf, and being an Atlanta restaurant connoisseur.
NICK LEONE – Investment Advisor Representative
Nick Leone is a financial professional who is passionate about guiding and assisting his clients into achieving their financial and retirement goals. His core beliefs and values include being a trustworthy professional who always puts the needs of his clients and their families first.
As the second longest tenured employee of the firm, Nick is instrumental in instilling the execution of custom portfolio builds for all clients, offerings of quarterly reviews on performance, and education through mediums such as seminars, TV, Radio, and YouTube. You can catch Nick every week on his YouTube vlog, “Money Unleashed.”
He continues to grow his passion to commit himself to providing beneficial financial strategies to his clients. Nick is Series 65 licensed and an Investment Advisor Representative of Retirement Wealth Advisors. As an Investment Advisor Representative, he has a fiduciary duty to our clients.
Nick looks forward to building a long-standing relationship with Hoffman Financial Group’s clients as he continues to help families design custom and diverse retirement plans that fit their needs. Nick currently resides in Chamblee-Dunwoody, GA, with his wife, Sydney. In his free time, Nick enjoys professional sports, golf, and exercising.
