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Amy Allen

Client Service Associate


As a Client Service Associate, I assist clients in opening new investment accounts, apply for life insurance and long-term care insurance, help clients make changes to their accounts (i.e. beneficiary changes, name/address changes, account ownership changes, etc.), I help clients access their funds, set up withdrawals or contributions, assist clients in transferring their funds, and keep clients updated on the progress of their requests.

As a member of our client service team, I enjoy assisting clients with their questions, inquiries, and requests. My goal is to always provide professional experience and outstanding customer service in every client interaction.


Ohio University: Bachelor of Specialized Studies

Majors: Marketing and Management with a focus on Communication


  • Spending time with my family and friends. Attending sporting events, comedy shows, and concerts.
  • I enjoy staying active, especially outdoors. Hiking, bike riding, golfing, running, riding my horses with my daughter, and spending time with our animals.
  • Being involved with the community and volunteering with humane societies, food banks, and The American Heart Association.
Amy Allen<p> - Client Service Associate -</p>


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