Will Allen, CFP®

Will has worked in this industry since 2006, and his passion is helping clients find contentment through planning, transparency, and education.  He loves the ministry of our business, as families begin to see their finances as a blessing, and a tool to provide for their families and help others.  Will holds dual bachelor degrees from Indiana University in Journalism and Political Science, and a Master of Education from Regis University. Will also earned his CERTIFIED FINANCIAL PLANNER™.  Will spends his free time with his wife, Lindy, and their three children, Whitney, Noah, and Macy.  Will enjoys leading his church small group, running, playing golf, and traveling with his family.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.