Designations and Education
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Certified Financial Planner™ (CFP®)
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Chartered Financial Consultant (ChFC®)
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Chartered Life Underwriter (CLU)
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Financial Planning Association of Utah
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M.B.A., 1984, University of Utah
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B.S., management, 1983, University of Utah
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B.A., finance, 1982, University of Utah
Career
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Financial planner, DMBA, 2001 to present
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Financial planner, training manager, district manager, American Express Financial Advisors, 1985 to 2001
Personal
Allen has been married to his wife, Mary Louise, for 38 years. They have two daughters and two sons. Their daughter, Karen, has Down syndrome so they are very involved in the special needs community. They have six granddaughters and one grandson.