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Team

We are an independently owned, boutique, wealth management firm that serves individuals, families, business owners and corporations in wealth creation, wealth preservation and ongoing active management.

Our firm was created to be different in our approach and to help others pursue their dreams, goals and financial aspirations. Zig Ziglar once stated: “If you will help others achieve their dreams, yours will always come true.” That is the foundation and premise that our company was founded on in 1994.

We work as a strategic team at ARS with over 75 years of extensive combined experience in WEALTH MANAGEMENT. Our team of advisors provides prudent and transparent advice to help move you forward.

We pride ourselves in the relationships that we build with our clients and their families. You will never be a number or just another account with our firm. We serve in the role of Chief Financial Officer (CFO) as we partner with our clients to pursue the best possible financial destination.

If you have been looking for the right partner to help in all aspects of you financial world, our professional alliance with CPA’s, Attorneys, mortgage lenders, insurance specialists and wealth management advisors make the appropriate decisions so you can relax and breath again.

Todd H. Hicks

CEO/Managing Partner

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Todd is the CEO and founder of Allegiance Retirement Solutions, Inc. a wealth management team that serves clients from their North Atlanta office near Duluth. Todd and his wife Teresa have lived on their small ranch in Gainesville,...

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Craig M. Anderson

Financial Advisor/President, CFS

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Advisor, Craig Anderson, grew up in a family of nine, which helped foster an environment of saving and hard work. Very early on, Craig learned that honesty and respect for others was the way his parents conducted themselves. He and his...

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Jodi Yang

Operations Manager/ Chief Operations Officer (COO)

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Jodi graduated from North Carolina State University with a Business Management degree with a concentration in Finance. She has been in the financial services industry since 2006 starting at The Vanguard Group where she received her...

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Lindsay Hofmann

Client Service Associate

Lindsay is our newest member of the team. She joined Allegiance Retirement Solutions in October of 2016 upon making the decision to return to the work force after being a stay-at- home parent for four years. Lindsay has six years of...

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