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 enjoying his senior year of high school and on the tennis court every chance he gets.  Our daughter, Maeson, is a talented artist and focuses on graphic design.  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.