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Biography

Allen is a Partner in the Fort Worth office with over a decade of wealth management experience. He specializes in executive financial counseling and wealth management services for high-net-worth individuals, families and business owners.

Prior to joining Cerity Partners, Allen served as a Wealth Manager at independent firms in Plano and Houston. He provided comprehensive wealth management services including retirement and estate planning, asset protection, and investment management to private equity professionals, entrepreneurs, corporate executives, as well as oil and gas professionals. Allen enjoys building long-lasting relationships with clients while helping them achieve their goals.

Learn more about my practice.

Education

  • B.S. in Personal Financial Planning from Texas Tech University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Principal & Client Experience Director

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Economic and Market Outlooks

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.