Vice President & Wealth Advisor
Allen has been around the financial industry for much of his life. He focuses on assisting high-net-worth families with their financial planning strategies, working with their CPA’s and attorneys, and consulting on corporate retirement plan management. He also leverages other team members' areas of expertise to provide an unparalleled concierge level of service to each client.
He became a Chartered Retirement Plans Specialist™ in 2021. Prior to 1280 Financial Partners, Allen spent seven years at UBS. Before that, he held a successful career as a medical device representative, where he consulted with surgeons and staff for three of the world's largest medical device companies in the operating room.
Allen graduated from The University of South Carolina and lives in North Augusta, SC. He is active member of the community and church. Allen also enjoys traveling with his wife, Maria, and two boys, Tripp and Mac. When not working Allen is practicing his culinary skills or being an avid outdoorsman.