As the president and founder of Southern Kentucky Financial Services, Allen has surrounded himself with a team of people committed to our mission of “Providing the best client experience in our market.” The proprietary “C-A-R-E” planning model that Allen has developed over 40 years helps our clients increase spendable income, manage risks, and minimize taxation. Allen has passed the Series 7, 63, and 65 securities exams and holds licenses in life, health, property, casualty, Medicare, and long-term care insurance in multiple states. He is a registered Investment Advisor Representative and has earned his Registered Financial Consultant (RFC) and Certified Tax Specialist (CTS) designations and is currently preparing to take his Enrolled Agent exam with the Internal Revenue Service. His professional memberships include the National Association of Insurance and Financial Advisors (NAIFA) and the International Association of Registered Financial Consultants (IARFC). He has been featured on “Moms Everyday” on WBKO-TV as well as “VIP Bowling Green.”
Allen is an active member in his local church and has served on several advisory boards of companies and nonprofits. He resides in Bowling Green, KY, with his wife, Glenda. They have five children and seven grandchildren. Allen and his family spend quality time year-round and especially enjoy two family trips to the beach and the mountains.