Chris Allen
Chris serves as the Director of Financial Planning by overseeing the development and delivery of personalized financial plans that align with each client’s unique goals. As a leader in our firm, Chris ensures every plan reflects our fiduciary commitment to putting clients’ interests first. With deep technical expertise in retirement planning, tax strategies, estate planning, and risk management, Chris guides our financial planning team in delivering consistent and exceptional, client-focused advice. Committed to innovation, he refines processes and implements cutting-edge financial planning tools to enhance the client experience while mentoring the next generation of financial advisors. His dedication ensures our clients achieve clarity, confidence, and peace of mind in their financial lives. In addition, Chris serves as lead advisor for many clients, including clients with complex cases and higher net worths.
Prior to joining the firm in 2015, Chris worked as a certified financial counselor with a non-profit financial counseling organization, where he consulted with numerous families and helped establish sustainable spending plans.
Chris’s credentials include:
- Bachelor of Science, Financial Planning, The Ohio State University
- Series 65 Investment Advisor Representative
- Certified Financial Planning Professional (CFP®)
- Certified Tax Specialist (CTS)
- Total Wealth Planning member of the Investment Policy Committee
Chris became a shareholder of the firm effective January 1, 2023.
Originally from Chicago, Chris currently resides in Mason with his wife, Abby, son, Aiden, daughter, Sloane, and cat, Harley. In his spare time, he enjoys playing for the Dayton Braves club baseball team, golfing, grilling, coaching Aiden, and playing trivia, which is how Chris and his wife, Abby met.
