Sandy Allen

I enjoy playing tennis and pickleball in my free time. Whenever our family is able to get together, we love cooking, sharing meals, and hosting family game nights. Our puppy, Meadow, keeps us entertained with her playful personality and is always ready for a good belly rub.

I earned my bachelor’s degree in Business Administration from Southwestern University and have worked in the financial services industry since 1998. Throughout my career, I've helped manage several financial planning practices, and what I enjoy most is building lasting relationships with clients and helping create a positive experience for every family we serve.

I have 22 years of experience in the financial services industry.