Allen’s interest in finance began at ten years old, when his grandfather began giving him old copies of The Wall Street Journal. His interest in helping others with finance started at the same time he took those old copies to school and showed his friends how to look up stock prices (after he explained what a share of stock is). This interest grew into multiple positions with multiple firms spanning over a decade, including BAM’s affiliated firm, Buckingham Strategic Wealth. Allen joins Lifeguard Wealth as an Associate Advisor. He works primarily behind the scenes helping Joe further focus on building strong client relationships based on personalized service and informed advice.
Allen is a CERTIFIED FINANCIAL PLANNER™ professional with a bachelor’s degree in finance. He enjoys spending his free time with his wife Kendall, and their two children Avery and Patrick. Allen also enjoys landscaping and gardening, and considers any day on the water a day well spent.