Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Memphis---Bachelors of Business Administration Memphis, Tennessee

Interests

My personal interests start with spending time with my children Clyde, Connor and Macy. Connor, Clyde and myself work with a personal trainer three days a week. The whole family takes golf lessons from Art Quick three hours per week. Golf has been a love of the Allen family for generations. Sporting events have always been a favorite. We regularly travel the country to watch baseball, football, and basketball games. We enjoy the Predators for a few games a year and have season tickets for Vanderbilt Football. We also spend many hours enjoying activities in Crockett Park. The Brentwood YMCA is another place you might find us on a Saturday.

Community participation

We are active members of Holy Family Catholic Church in Brentwood. Our faith is our family's foundation. We have also participated in Hands Across Nashville.