Allen joined Pinnacle in 2011 and served as a Wealth Manger to clients in our Columbus and Mansfield offices. Allen was promoted to a Senior Wealth Manager in 2020. In 2023, Allen was promoted to VP of Pinnacle's new Trust Services program. Allen also provides his expertise to all of our clients through Pinnacle's Wealth Management and Investment Advisory Committees. Allen holds a BSBA from The Ohio State University, earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015, his Accredited Estate Planner® (AEP®) designation in 2019 and his Certified Trust and Fiduciary Advisor (CTFA) designation in 2023.