SERVING THE GREATER JACKSONVILLE, FL AREA

Allen earned his Series 7, 24, 27 and 63 in the late 1980’s and soon thereafter formed his own brokerage firm with his father. In 1991 Allen and his father sold the firm and Allen joined one of the largest independent financial services firms where he helped grow the Midwest region from 12 to more than 400 advisors. Allen headed up the Midwest region of the firms “Premier Client Division”, its high net worth and Advanced Planning Division.

Having become increasingly disenchanted with the commissioned brokerage model, he formed his own RIA in 2010, founded on fiduciary best practices. Since many of his high-net-worth clients were business owners he began expanding his practice to ERISA retirement plans. Today, Allen’s focus is on business owners and their company benefits while, in association with fellow CEPAs, grooms the owner for their eventual sale.

While Allen focuses on high-net-worth business owners and their businesses, he does not turn away others in need of competent advice.

Allen and his family relocated from the Chicago suburbs to the Jacksonville/St Augustine, Florida region in 2023. Allen’s family came to the U.S. from Denmark and his wife from Ukraine. Together they take their five children on foreign travel to expose them to a better understanding of other cultures and customs.

Allen’s interests include children’s charities, organizations benefiting special needs, exotic cars, golf and salt water beaches.