Allen graduated from Central Washington University with a bachelor’s degree in business administration specializing in personal financial planning. He began his career in financial services shortly after graduating, earning his Accredited Portfolio Manager Advisor (APMA)™ designation 2 years later. Allen assists the team by using his wide and ever-growing knowledge of investments and planning to serve as a liaison to the clients to make sure that even in the busiest times the clients’ needs are met and no questions go unanswered.
When not assisting clients, Allen can be found in the gym, playing his guitar, going on long drives across the country, and wrenching away on cars in his driveway.
If this sounds like a team with whom you would enjoy working,
read our commitment to always acting in your best interest.