About Me

allen financial management



I operate a full-service independent financial and investment services firm committed to helping clients pursue and achieve their financial goals. I offer a wide range of financial services to families and business owners and tailor my recommendations based upon each individual situation. I believe in educating clients from the onset so they will be better able to identify their goals and make sound financial decisions to help reach them.

I receive my greatest enjoyment from helping others have a peace of mind about their finances and future so that they may in turn focus on their families, friends, community and charitable endeavors. I have a passion for helping the families and businesses that entrust me with their finances in achieving their financial goals and have spent all of my career and ongoing education continuing to improve my processes in investment management and financial planning to do just that.

After completing my Master of Science in Personal Financial Planning, I finished my Accredited Asset Management Specialist® designation in 2006 and continued on to earn the highly regarded CERTIFIED FINANCIAL PLANNER™ certification in 2008.

I started with A.G. Edwards & Sons, Inc. and learned a vast amount from the perspective of large, institutional money management. A.G. Edwards & Sons, Inc. years later went on to become Wells Fargo Advisors at which point I decided to branch out to be able to offer more comprehensive financial planning services as well as more investment choices for my clients by founding Allen Financial Management, LLC.

I was born and raised in Stephenville and have deep roots in the community. I am active in my local church and enjoy volunteering in various community projects. In my free time I enjoys outdoor activities such as camping, fly fishing, hunting, adventure racing, and hiking as well as spending time with my wife, Kristy, and two daughters, Ashlyn and Hannah.