Sandy Allen

I enjoy playing tennis in my free time, especially with my teenage son.  My husband, Phil, and I have two sons, a daughter, and a sweet pup, Meadow, who keep us entertained.  Our youngest, Mitchell, is quite the athlete and has joined me on the tennis court.  Our daughter, Maeson, is a senior in high school and talented artist.  Our oldest, Morgan, continues to pursue his love of cooking by working in a local food truck.

I attended Southwestern University and earned a bachelor’s degree in Business Administration. I’ve worked in the financial planning industry since 1998 and love working with clients. I’ve helped manage many financial practices and truly enjoy the work.