| |
Chris Allen
Chris serves
as a confidant for clients as a Wealth Advisor, while also supporting our
financial planning team with technical expertise and processes. He assists our
firm’s clients with detailed insurance analysis, tax projections, college and
retirement analysis, and proactive updates to their financial plans. Chris
keeps an eye on your future by helping you anticipate expenses you could
expect, prioritize cash flows, and set a savings plan for things like 529s or
changes to your lifestyle. He is a good teacher, with the ability to explain
complex matters in understandable terms. He has a willingness to answer any
question, no matter how small.
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.
|
|
| |