Kelly Allman is a financial advisor at Garrett Capital Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory Services LLC. Outside her advisory role, she teaches financial education classes and provides individual instruction through virtual sessions. Garrett Capital Investment Management advises individual clients, including high-net-worth individuals, IRAs, and family trusts, using discretionary portfolio management with a focus on asset allocation and security selection. The firm employs fundamental and technical analysis, active options strategies, and may use hedging techniques, managing approximately $5.8 million in discretionary assets.

David Garrett is a financial advisor with Garrett Capital Investment Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been involved with Garrett Capital Management since 1986 and serves as president of Ensign Capital Management, Inc. since 1991. Garrett also owns Timertrac.com, a web-based newsletter tracking market timers, and co-owns a frozen yogurt business with his wife. Garrett Capital Investment Management primarily advises individual clients, including high-net-worth individuals, IRAs, and family trusts, through discretionary portfolio management. The firm’s investment approach includes asset allocation, security selection, and strategies such as covered call writing, with a focus on fundamental and technical analysis and active portfolio management.