About Us

At Allen Wealth Management, each member of our team aims to pursue the long-term objectives of both you and your family. We accomplish this through a very personal, hands-on approach that first seeks to understand your needs and goals before developing your custom financial plan.



Whether you’re near or in retirement, or working in your own business or practice, we are committed to offering strategies and solutions that come from true insight and experience

  • Jonathan Allen

    Financial Advisor & Manager

  • Eric Franklin

    Financial Advisor

  • Joe Hill

    Office Manager

  • Carmen Critcher

    Communications Manager

  • Paige Hopkins

    Administrative Manager

  • Josh Roberts

    Financial Advisor