We Are Always Ready to Serve You!
The best retirement planners create lasting relationships. Phillip stands by you as your financial steward during the length of your retirement, helping you to review and adjust your investment portfolio as needed. He will also advise you to manage risk, and reveal ways to defer and reduce income, capital gains and estate taxes. With the growing problem of seniors outliving their retirement savings, many seniors live in quiet desperation due to poor financial planning. Phillip gains great satisfaction when he is able to find financial solutions for these wonderful people, and our Staff will proactively work to ensure the a high quality of client service and client relationships at Phillip Allen, Inc.
Janine Gieck • Controller/Transfer Manager
Janine Gieck has more than 20 years of experience in the Administrative Services field; including running her own business providing administrative support for many small Greenville businesses. She graduated from Bob Jones University in 1995 with a Bachelor of Science degree in Office Administration. Janine has been working with Phillip Allen since 2005. With more than 10 years of experience assisting clients at Phillip Allen, Inc. Janine has become proficient at navigating the often-difficult process of transferring assets. Her organization skills and wide range of experience have made her a welcome addition to the office. Janine was married in 1995 and has two grown children. She enjoys reading and relaxing with her family. She is a member and Nursery Ministry Supervisor at Emmanuel Bible Church in Mauldin, SC.
Melinda Sanders • Office Manager
Melinda Sanders joined the Phillip Allen team in May 2014. Melinda’s experience is broad from Mechanical Engineering to Sales, from Business Owner/Operator to Management. She has known Phillip Allen for many years. Melinda and her husband, Andy, are his clients. Both Melinda & Andy are graduates of South Dakota School of Mines & Technology with BSME degrees. Celebrating 30 years of marriage, they have two daughters, Liz & Katie, and son-in-law, Taylor. Melinda is active at her church, St Mary Magdalene Catholic Church. She enjoys spending time with her cat, Maggie; grand-dog, Dixie; and grand-cat, Bear Bryant. Loves jigsaw puzzles; Sudoku; cross stitch and walking.
Sarah DelCueto • Receptionist / Administrative Assistant
Sarah was born and raised in the beautiful small town of Brevard, North Carolina. She attended Gulf Coast Community College while living in Florida. Then Greenville Technical College after moving closer to family. Sarah has been in customer service for many years, she loves the interaction with people and will easily make you comfortable with her smile.
Sarah is the proud mother of her two athletic minded sons, Kaden and Blake and spends many days and nights at the Travelers Rest ball fields. She also enjoys being outside, gardening, and spending time with family.
Dan Zakes • Personal Assistant
Dan Zakes began working with Phillip Allen in March 2017 and is excited about the opportunity to be a part of Common Sense Retirement Planning. Dan graduated from Northland International University in 2011 with a BA in Biblical Counseling. He loves using his counseling background to build relationships and help people solve real life challenges. Dan moved from rural Utah in 2017 and will marry his fiancé, Jessica in August 2017. The two of them enjoy exploring the Carolina mountains and setting up their new home in Greenville. Dan has his South Carolina Insurance License.