Overview
In his role as a principal and senior wealth advisor, Allen helps individuals, business owners and non-profit organizations accumulate wealth, preserve wealth and transfer wealth. Allen joined the CLA family in 2016, bringing more than 20 years of experience in financial services and related industries, including advisor roles with Merrill Lynch and PNC Wealth Management. Through personal and business planning, Allen assists his clients on a wide range of topics including cash flow and retirement planning, investment management strategies, business transition and succession and estate and legacy planning.
Allen currently leads the wealth advisory practice in the Indianapolis, Indiana office of CLA.
Education
Allen received his Bachelor's degree in Finance from the University of Kentucky and has an MBA from Butler University. He holds a Series 7 license and has achieved professional designation as a Certified Investment Management Analyst (CIMA) through the Investment Management Consultant's Association in conjunction with the Wharton School of the University of Pennsylvania.
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