Phillip Allen, Rebecca Kincaid, Wesley Palmer and Katie Sanders' Biographies
Phillip Allen • Registered Principal / Retirement Planner
Phillip has been helping retirees make wise financial decisions for over 30 years. Phillip is a Registered Principal for Capital Investment Group, Inc., which is the largest independent broker dealer in the Carolinas. Specifically, Phillip’s goals for seniors are to help them with safety of assets, financial liquidity, favorable tax status, by-passing probate, protection from nursing home care expenses, and better-than-average returns. Phillip was born near Shelby, NC. He moved to Greenville in 1979. From 1979 to 1983, Phillip attended Bob Jones University studying Business Administration. In 1983, he became licensed in the securities industry. Phillip is currently registered with the SEC, the FINRA, and the SC Department of Insurance. Phillip is co-host of Common Sense Retirement Planning on news radio WORD 106.3 FM weekly. He has also made appearances on local television stations, WLOS and WYFF. Phillip lives near Furman University with his wife Terri and have four children and 6 grandchildren. Phillip and Terri are active members of Forestville Baptist Church. As an avid hiker and backpacker, Phillip always has dog, Timber, by his side. He also enjoys hunting and riding his motorcycle. Phillip is a supporter of Compassion International. This is a Christian charity that has been in operation since 1952. They are dedicated to releasing children from poverty through compassion in Jesus name. Phillip and Terri are currently sponsoring several children around the world. Phillip sees a growing problem with seniors outliving their retirement savings. Many seniors live in quiet desperation due to poor planning. He gains great satisfaction when able to find financial solutions for these wonderful clients.
Rebecca Kincaid, CLU • Retirement Planner
Rebecca Kincaid is a good ole Georgia girl who grew up on a sweet potato farm in south GA. She has lived in Greenville for almost five years since her husband, Pate, was transferred here as a salesman for John Deere. She left Atlanta kicking and screaming, but now is so happy God lead her to Greenville. She has fallen in love with the people, the town, and the family environment that is fostered here.
Rebecca began her career in the insurance industry more than 17 years ago as a writing agent. In 2004, she joined Old Mutual Financial Network as a Regional Coordinator, earning promotion to and serving as Life Regional Manager and Annuity Regional Manager. Rebecca has been helping clients with their life insurance cases since 2010. She earned a B.A. in Public Relations from Valdosta State University in 2003. Rebecca is currently registered with the, SEC, FINRA and the South Carolina Department of Insurance, where she holds P&C, life and health licenses. In 2010 earned the designation of Chartered Life Underwriter (CLU) through The American College. Rebecca has vast experience in life insurance, long term care and tax-free retirement strategies. One of her favorite things about the business is building relationships with clients and helping them have peace in retirement.
In addition to working with clients, Rebecca also works with Tarkenton Financial, founded by National Hall of Famer (1986), Fran Tarkenton. For the past 7 years, she has managed more than two hundred of Tarkenton Financial advisors helping them to build their financial practices.
When she isn’t working, she is wrestling with her son, Finley, or playing princess with her two daughters, Ava and Temple.
“I love the personal and professional relationships that I’m able to build with our clients. Closeness and cooperation contributes to greater success for everyone.”
Wesley Palmer • Registered Representative
Wesley Palmer is a local boy who was born in Greenville and raised in Taylors, South Carolina. He attended Greenville Technical College.Then went on to get a National Certification to become a Fitness Trainer. After a successful stent working as a fitness trainer/coach helping people achieve physical goals, he decided to change course, and pursue a career in retirement planning.Wes is licensed in the state of South Carolina for Life and Health insurance. He also holds FINRA series 6 and 63 securities licenses. He has been working with the broker dealer Capital Investment Group, and Phillip Allen Inc. since January of 2015.
Wes was married in the Spring of 2017 to his fiancé, Erica. Wes and Erica enjoy spending time with their two dogs, Bonnie and Durro They are also in the process of building a home in Travelers Rest. When Wes isn’t at work he is usually out on the Swamp Rabbit Trail running/training for local run races, or out on his road-bike riding in the mountains.
Wes has a passion for building long-lasting relationships with clients, while helping them achieve safety and peace of mind in retirement.
Katie Sanders • Registered Representative
Katie Sanders is a native of Greenville who began working with the Phillip Allen, Inc. team in 2016. An ardent Crimson Tide fan, Katie earned a B.A in public relations from The University of Alabama and worked in the marketing and consulting fields immediately after college.
Katie is an active volunteer at the Ronald McDonald House Charities of the Carolinas, Junior League of Greenville and Alpha Delta Pi Sorority. When she’s not in the office or out in the community, she enjoys traveling, running, reading and playing with her cat – Bear Bryant.