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The Team

In The Moment Financial Services aims to work closely with Individuals and small businesses to produce minority entrepreneurs as well as coach them in building generational wealth.

 

Meet our team below!

Jarde' Allen

Founder & CEO

I am a Tax Expert and the CEO of In The Moment Financial Services. I left Corporate America and pursued my passion in helping others achieve their financial goals. I have always had the drive to start my own business but spent a lot of time trying to wait for things to fall into place before getting started.

 

I quickly realized that I just had to put one foot in front of the other and move! I always had a strong passion for connecting with my community in tangible ways through missionary work, young adult programs, as well as mentorship through different organizations, so starting this company is my way of doing so while following my dreams of being a full-time Entrepreneur.

Robin Thicke

Accounting Specialist

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Tony Allen

Property Manager

My name is Tony Allen and I purchased my first property in 1996 and quickly fell in love with real estate! Born and raised North Philadelphia I didn’t grow up around ot homeownership but I knew it was possible. 

 

In 2020 my wife and I began building our real estate portfolio and we now own 9 units fully tenant occupied. I truly believe that having honest, respectful, and professional relationships with your tenants is the key to success.

 

At In the Moment Real Estate I am responsible for the upkeep of all of our clients properties and maintaining strong tenant relationships. We pride ourselves in never having a vacancy more than 30 days and owning 9 cash flowing properties.

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La'Quan Williams

Digital Marketing and Admin Assistant

I am the Social Media Manager at ITM Financial Services. That means I am the face behind all the funny memes, tax tips, and video production. I plan, create and execute our content strategy on all platforms with the goal of helping to attract the right audience and grow our following and clients. 

 

A bit about me: I grew up in West Philadelphia and I graduated from Penn State University in 2014 with a bachelors in Public Relations. I started L. Williams Media before the pandemic in 2018 after quitting my job in corporate America to pursue my own business. I am passionate about social media and the power it has to help people create new revenue streams and educate others. â€‹

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"I wish I could give 10 stars! My experience was great. Not only were they fast and efficient getting my personal and business taxes done, but Jarde provided me with important information I need in order to better prepare for the years to come."
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