Allburn Financial Consulting of Davenport & Company LLC

Sean Allburn heads Allburn Financial Consulting of Davenport & Company LLC. With over 25 years in the Wealth Management industry, he is an authority on retirement planning strategies and his Wealth Management classes have been widely attended throughout the Peninsula area. Sean also enjoys teaching for the Osher Institute at the College of William and Mary.

Sean was recognized in 2007 by On Wall Street magazine as one of the nation’s “Top Forty Advisors Under Forty.” The criteria was based on:

• client assets under management
• providing client service excellence
• fee-based accounts
• comprehensive planning
• wealth management services

In 1999 On Wall Street magazine profiled Sean as one of 13 “Top Brokers in the Nation.” He was also distinguished by Inside Business magazine as one of the “Top Forty, Under Forty” in Hampton Roads.

He is a strong contributor to his community and has served on several boards of directors including Child Development Resources of Greater Williamsburg, The Alumni Board of Directors for the Graduate School of Business at the College of William and Mary, and Big Brothers/Big Sisters.

Sean earned his Bachelor’s degree from Duke University and his MBA from the College of William and Mary. He and his wife Lauren have two daughters and live in Williamsburg.

Rick has over 28 years of experience in the financial services industry, 20 of those with Allburn Financial Consulting. A graduate of Penn State University, Rick earned his Bachelor’s Degree in Industrial and Management Systems Engineering. He is a FINRA Registered Representative holding series 7, 31, 63, 65 licenses, as well fully licensed in Annuity, Life & Health Insurance.

Rick serves Allburn Financial Consulting clients in a multitude of ways, performing portfolio analysis, money management research, portfolio trading, due diligence for investment recommendations, financial planning and new business development. In addition, Rick is experienced in defined benefit and defined contribution company retirement plans.

A native of Lancaster, Pennsylvania, He and his wife Julie, and their son Andrew, have called Williamsburg home since 2000. Over the years, Rick has served on the boards of several organizations. You can find the Henry family out and about enjoying the wonderful Virginia Peninsula.

Annie joined Davenport in 2018 as a Client Service Associate with the Allburn Financial Consulting Group. She manages the team’s client relations and operations. Prior to joining the firm, she worked at York-Poquoson Circuit Court as a Bookkeeper and has seven years of experience working in finance. She received her associate’s degree in Business Administration from Thomas Nelson Community College. She is Series 7 and 63 registered with the Financial Industry Regulatory Authority (FINRA).

Annie is a lifelong native of Williamsburg, where she currently resides with her husband, Aaron and their son, Adam. Annie and her family enjoy spending time together outdoors.