About Our Firm


Who We Are

Allegiance Advisory Group is a leading consulting firm that assists Financial Services companies in solving complex challenges through innovative solutions and integrated service offerings.

Our Mission

We at AAG pledge to collaborate with our clients to develop and deliver innovative solutions that help drive sustainable business results.

Our Culture

AAG professionals are dedicated individuals possessing strong leadership skills and diverse backgrounds. This uniqueness encourages teamwork and trust that ultimately lead to respectful and positive working relationships throughout the firm and translate into a successful and rewarding career.

We value the unique contributions each person makes to our firm. We believe that the best teams reflect diverse backgrounds, ideas, and perspectives. Our programs ensure that everyone reaches his or her potential.

Within our corporate culture, you will be constantly learning and your ideas will be welcomed in an atmosphere of collaboration and teamwork. Gain knowledge through our world-class training and professional development programs.

AAG is a place of continuous intellectual challenge and great camaraderie. We also believe our firm is a great place to work, learn, and grow – not just for a contract or two, but for a career.

Our Values

To make this corporate culture a reality, we live and work by these core values:

  • Honesty
  • Integrity
  • Diligence and Superior Client Service
  • Respect for Diversity and the Individual
  • Financial Stewardship and Responsibility
  • We bring our core values into everything we do, including our work, corporate culture and our professional, as well as personal, relationships.


Leadership Team

Stephen J. Masten
Principal & Founder
Mr. Masten brings more than 11 years of financial services experience, and is responsible for the company’s commercial and government consulting practices.

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Chad Evans
Managing Director
Chad is an experienced financial executive and consulting professional who partners with client leadership to develop business strategies.

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The Allegiance Advantage

Allegiance Advisory Group’s employees are not only experienced with strong consulting skill and deep business acumen, but bring loyalty and results to your management team and shareholders. We push for ambitious goals, reach for pragmatic solutions, and above all, deliver on our promises. Below are the key drivers of the Allegiance Advantage:

Focused Focused
Our firm’s industry focus is Financial Services. Our consultants are subject matter experts, proven industry veterans and include former Big 4 Leaders, Chief Risk Officers, Chief Financial Officers, Capital Markets Executives and Federal Regulators.
Thought Leaders Thought Leaders
Allegiance Advisory Group is a respected thought leader in the industry. Our consultants are often invited to present at leading industry conferences including: Operational Risk North America, GARP, ISACA, MISMO, Business Process Institute and the American Society for Quality.
Certified Certified
Our consultants maintain a wide array of professional designations, which demonstrate strong acumen as well as an ongoing commitment to knowledge and growth. Examples include, CFA, CFE, CPA, CISA, PMP, TOGAF, ITIL, Six Sigma as well as Regulatory Commissions.
Quality Quality
We employ rigorous oversight to ensure all engagements, deliverables and reports are of the highest quality. We employ proven methodologies to ensure our work yields consistent results.
Responsive Responsive
We are flexible and can adjust to your timetable to responsively meet your needs. Our responsiveness is unlike traditional consulting and accounting firms, which are burdened by red tape and exhaustive client acceptance processes.
Pragmatic Pragmatic
Our solutions are delivered with a pragmatic approach. We understand the constant compliance and margin pressures our clients face and tailor our delivery to ensure that we deliver results.



Zementis, Inc. is a software company focused on predictive analytics and advanced Enterprise Decision Management technology. We combine science and software to create superior business and industrial solutions for our clients. Our scientific expertise includes statistical algorithms, machine learning, neural networks, and intelligent systems and our scientists have a proven record in producing effective predictive models to extract hidden patterns from a variety of data types. It is complemented by our product offering ADAPA®, a decision engine framework for real-time execution of predictive models and rules. For more information please visit www.zementis.com

Mortgage Resource Center, Inc., DBA AllRegs, was founded in 1989. Our initial mission was to provide a single location for mortgage professionals who needed to research GSE and Agency Guidelines. Over the years, we have expanded our publishing domain to include Federal and State Statutes and Regulations, Analysis and Commentary, interpretative practical “How To” manuals and AllRegs Academy, our educational division which provides timely, relevant learning opportunities to the mortgage industry.

The AllRegs Information Service is widely used by all disciplines within the mortgage and banking industries as well as many industry partners. Virtually every one of the top 100 lenders uses our products. With upwards of 50,000 registered users, the AllRegs brand is well known in the industry. Each week, well over 100,000 e-mail alerts are distributed to the lending community, all on an opt-in basis. For more information please visit www.allregs.com