Experienced Financial Guidance
Allen is the managing partner for LifePath Advisors
He is a seasoned financial professional with a diverse educational background, holding a B.B.A in Finance from Georgia State University and earning certifications as a Certified Financial Planner, Certified Divorce Financial Analyst, and in Collaborative Divorce and Long-Term Care.
With over two decades of experience, Allen has been a trusted advisor, nationally assisting families with retirement and investment planning. As a key player in a team that champions an innovative wealth management system, he ensures that clients can focus on living their lives while the team takes care of the intricate planning details.
His dedication and competence have earned him several accolades, including:
Voted "Favorite Financial Planner" in Bluffton in 2015 and 2018 by Bluffton Monthly Magazine, as well as
Winning "Best of Bluffton" (B.O.B.) in 2019 by Bluffton Today.
Featured as a co-author in the book "Inside the Minds: Wealth Strategies for Doctors"
Allen finds joy in activities such as tennis, kayaking, fly fishing, and RV travel. Since 2013, he has been widowed, and his family includes a teenage son, a daughter in law school, and two married daughters. As a granddad, family remains a focal point in his life.
Allen and the LifePath team approach financial planning with a belief that each individual and family is unique, emphasizing a process that begins with understanding family values and vision, ultimately connecting financial assets with what matters most to each client.
