Helping You Navigate Your Financial Terrain

With confidence and clarity

Every successful journey is supported by experienced professionals working together toward one goal -- helping you reach yours.

Lisa Cassidy, founder and independent fiduciary financial advisor at Allegiant Financial Services Group.
Guiding your financial journey

Summit Team Member

Cathy Devaney -- Tax Strategies

CathyDevaney is the founder of Devaney Financial, an independent financial consulting firm. While she is not affiliated with Allegiant Financial Services Group, Cathy is a trusted professional we recommend to clients seeking specialized business and financial consulting.

With more than 40 years of experience as a CPA (retired), auditor, tax professional, CFO, and Controller, Cathy brings a unique combination of financial strategy and operational expertise. She helps business owners align their business finances with their personal financial goals, providing insight into budgeting, cash flow, tax considerations, and long-term planning.

Working independently alongside the Allegiant team, Cathy helps ensure that the financial decisions you make in your business support the life and retirement you're working toward.