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Chris Allen
Chris serves clients directly as a Wealth Advisor, and also supports the financial planning efforts of the firm with technical expertise on the entire financial planning process. He assists clients of the firm with detailed insurance analysis, tax projections, college and retirement analysis, and all other holistic updates to client’s financial plans.
Prior to joining the firm in 2015, Chris worked as a certified financial counselor with a non-profit financial counseling organization, where he consulted with numerous families and helped establish sustainable spending plans.
Chris’s credentials include:
- Bachelor of Science, Financial Planning, The Ohio State University
- Series 65 Investment Advisor Representative
- Certified Financial Planning Professional (CFP®)
- Total Wealth Planning member of the Investment Policy Committee
Originally
from Chicago, Chris currently resides in Mason with his wife, Abby, and son,
Aiden. In his spare time, he enjoys playing for the Dayton Braves club baseball
team, golfing, grilling, and coaching Aiden’s basketball team.
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