Our Team

Allen has over 26 years in the investment and insurance industry. He currently serves as the trusted advisor to more than 75 families and assists over 25 companies with their retirement plans. Allen proactively leads each day in service to his clients by treating them with respect and guiding them as an independent financial advisor with unbiased advice.

Allen and his wife, Laura, have three children. When not at the office, he is busy spending time with family making new memories. He is passionate about playing golf, coaching baseball, and enjoys attending TCU football games. Residing in Fort Worth, Texas, he is a proud and active member of Springdale Baptist Church, serving in many roles such as greeter, a member of the vision team and a participant in the stewardship committee.

Carolyn helps advisors grow and optimize their practices. In her role as a business consultant, she provides advisors with customized solutions to meet the needs of their unique practices. In addition, she facilitates ongoing educational opportunities and idea exchanges to help keep advisors at the forefront of the industry.

As a CFP® professional, Carolyn has been in the industry for over 25 years. She has a Bachelor of Arts from Trinity University and holds Series 4, 7, 24, 53, 63, and 65 licenses. Outside of her passion for helping advisors create a process-driven practice, Carolyn enjoys traveling and spending time with her husband and two children.

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards executing the advisory needs of Coskrey & Associates.

Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering. He began his career in finance with Dorsey, Wright & Associates in 1997, ultimately serving as Sr. Vice President. During his tenure Paul led the development of many of the firm’s investment solutions, including Guided Models, Exchange Traded Funds, Structured Products, and Managed Accounts strategies such as Tactical Tilt.  Paul has co-authored several books on investing and has taught risk management best practices to financial professionals for more than two decades. Paul and his wife have two kids and reside in Richmond, Virginia.

In his role, Shawn stays up-to-date on the rules of regulatory agencies and ensures company policies and procedures are adhered to, regularly reviewed, and updated as needed. Shawn is also the firm’s designated Anti-Money Laundering (‘AML’) Compliance Officer. This role is dedicated to overseeing the day-to-day operations and internal controls of the firm’s AML Compliance Program.

Shawn has worked in the financial services industry as a compliance professional for over 20 years, most recently serving as Compliance Director at Avantax Wealth Management. He has also previously served in various compliance and trading roles at 1st Global and Fidelity Investments. Shawn holds his Series 7, 24, 53, 63, and 66 licenses, as well as the Certified Anti-Money Laundering Specialist (CAMS) and Investment Adviser Certified Compliance Professional (IACCP) designations.