Allen is a Principal 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.
Allen earned his Bachelor of Science from Texas Tech University with a degree in Personal Financial Planning. He is CERTIFIED FINANCIAL PLANNER™ professional.
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