Allen Sykes

Allen Sykes

Senior Vice President
Wealth & Trust Advisor
Phone Number
Email Address

My Office

Branch Address

1700 North Valley Mills Drive
Waco, TX 76710
United States

Get Directions

My Information

As a CPA, I look forward to applying my knowledge and 30 years of experience to assist customers to resolve complex family and business financial planning issues. I enjoy building long-term relationships with the goal of meeting the high expectations of my customers.

My Expertise

  • 401(k) Plans
  • Advisory Services
  • Business Succession Planning
  • Estate and Tax Planning
  • Foundation Asset Management
  • Guardianship Services
  • Investment Management
  • Legacy and Wealth Transfer Management
  • Non-Profits
  • Oil, Gas and Mineral Management
  • Real Estate Management
  • Special Needs/Court Trusts
  • Asset Management
  • Estate Planning & Administration
  • IRAs
  • Retirement Planning
  • Trust Planning & Administration