Allegis Wealth Advisors was founded with the goal of guiding clients through the complexities of the financial landscape.
We're proud to be small company – we view each client as an individual with different goals and needs. Our advisors focus on quality, hands-on service with retirement, complex wealth management, portfolio management and more.
INTEGRITY – How we achieve results is an important as the results themselves.
RELATIONSHIPS – We foster strong relationships with trustworthy advisors and financial institutions with a track record of success.
LEARNING – We pursue knowledge and wisdom through education, experience, and association.
INNOVATION – We develop new ideas, platforms, and ways of working to give you the best experience possible.
OBJECTIVITY – We provide unbiased advice, education, and access to a wide array of the industry's best and most unique products and services.
COLLABORATION – We surround you with a seasoned team of experts in every financial discipline.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Heath began his career in financial services in 2003 after completing his bachelor’s degree in business Management at Brigham Young University Idaho. He quickly became a very successful independent financial advisor serving clients throughout the western United States.
Heath's comprehensive approach to financial planning was key to his success. Having founded and managed many successful businesses, Heath has a clear understanding of the financial planning challenges facing successful entrepreneurs and business owners.
Staci Compagno, CRCP
Chief Compliance Officer
Staci began her career in 1996 at UBS PaineWebber in the Operations Department. During her 21 years in the industry Staci has worked directly in the Compliance and Risk Management role for last 17 years with experience at a Bank Broker Dealer, Insurance Broker Dealer and Independent Broker Dealer. Staci joined Allegis in 2014 as the Chief Compliance Officer. She currently oversees all compliance and supervisory functions at Allegis.
Staci holds FINRA Series 24, 7, 63, 66 and 53 securities registrations along with successfully earning the Certified Regulatory Compliance Professional (CRCP) designation.
Chris Hedquist, CFP®, CFA
Director of Advisory Services
Chris has been a registered representative and investment advisor since 1992 and has been a General Securities Principal since 2003. Chris also holds the Chartered Financial Analyst (CFA) and CFP® designations.
After graduating from Brigham Young University in Business Management & Finance, Chris began his career as a financial advisor working for Shearson Lehman Brothers and then Merrill Lynch. During the past 24 years, Chris has also worked for an insurance broker-dealer and for two independent wealth management firms, primarily focused on advising clients on portfolio construction and investment selection, retirement planning, and due diligence of hedge funds and alternative investments.