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 wealth management services 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), Bucket Plan Certified (BPC) and Certified Tax Specialist (CTS) designations and is currently preparing to take the ChFC exam. His professional memberships include the National Association of Insurance and Financial Advisors (NAIFA), The National Association of Tax Preparers, (NATP), 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.’ In his spare time, Allen is an avid reader and enjoys writing.
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.
Elizabeth is an ambitious Kentucky native with a passion for helping people build a financial foundation that will help them throughout their lives. After graduating from the University of Kentucky (GO CATS!), she joined the SOKY Financial Team in February of 2019. As acting Chief Compliance Officer of our RIA, Magnolia Wealth Management, she spends most of her time helping advisors put their plans in place and improving the client experience. Outside of the office you can find Elizabeth at a concert, going for hikes with her Husky, Nova, or planning her next trip to somewhere warm and sandy!
Bonita has over three decades of experience working with retirees. She assists our clients in implementing their Health, Long-Term Care, and Life insurance needs. An important part of financial planning is preparing for costs that (likely) will occur during retirement. Schedule an insurance review with Bonita today.
Cori leads our office staff in providing exceptional client service. Working with clients and advisors to coordinate meeting times and facilitate client transactions is no easy task! In addition managing our typical operating hours, Cori is also an integral part of our event planning staff. If you've visited our office in Bowling Green, the beautiful plants in the lobby are one of her hobbies. She loves the ocean, her family, and her bulldog, Shelby. Come say hi!
Wendy serves as an Operations Specialist at Southern Kentucky Financial Services, joining the team in 2023. She has served financial institutions for over 20 years and truly enjoys helping clients achieve their financial goals. Wendy lives in Bowling Green with her husband, Peter. On weekends, she likes to read, hike and travel.