Allen Head Shot bw.jpg

Principal

Allen began his financial career at Commonwealth Bank and Trust, and later joined a regional investments and insurance firm. He served as the director of that company's financial division, as well as the head of the life insurance department.

 

Allen's primary focus is portfolio management, risk planning, and group retirement plans. He is currently a candidate for CFP Board's certification.

 

Allen serves on the board of the local historic property, The Farnsley-Kaufman House, and is a volunteer for Pandora Productions.