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Allied/About

Who We Are

Carrier-side discipline.
Advisory-practice depth.

Allied Advisors Group is an independent consulting firm built on a simple conviction: the benefits industry deserves consultants invested in outcomes, not transaction volume.

Greg Carlton

Leadership

Greg Carlton

Co-Founder & Principal

CLU®ChFC® RHU®ChHC™

A 41-year career spanning field underwriting, regional brokerage, SVP-level carrier leadership, and 25+ years of independent consulting. Greg has sat on every side of the table, which is precisely why Allied refuses to sell products dressed up as strategy.

The thesis at the center of the firm: advisors win by working together. When the right people collaborate with the right tools and real expertise, the result is transformational change for advisors, their clients, and the employees depending on benefit decisions.

  • 25+ YRS
    Independent Consulting
    Advising benefit advisors, employers, and self-funded plan sponsors.
  • SVP
    Carrier Leadership
    Senior-vice-president-level discipline inside the carrier world.
  • EARLY
    Field Underwriting & Brokerage
    Regional brokerage and field underwriting, where the fundamentals were learned.

Meet the team

Adrianne Gleeson

Adrianne Gleeson

Director of Finance & Member Advocacy

With over 15 years of experience in the insurance industry, Adrianne guides our clients through our entire process, from discovery through implementation.

What We Stand For

Six principles.

I

Independent

No carrier overrides, no vendor incentives, no platform we're selling. The only interest we hold is yours.

II

Evidence-led

Every claim backed by hard numbers and a one-line qualifier. We argue with data, not adjectives.

III

Fiduciary

We keep the best benefits in front of decision-makers, and the plan defensible under scrutiny.

IV

Collaborative

Advisors win by working together. The right people, the right tools, in one room.

V

Defensible

A range you can take to a board, a number you can stand behind, a recommendation that survives review.

VI

Measurable

Decisions, not reports. Dollars identified, curves bent, outcomes you can put on a page.

Get in touch

Let’s build
something together.

Reach us directly. Bring the problem; we'll bring the framework.