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CFP®️ Team

The CFP® certification through the CERTIFIED FINANCIAL PLANNER™ Board of Standards represents a standard of excellence for Financial Advisors. CFPs® are required to maintain the highest standards of integrity, competence, objectivity, confidentiality, and professionalism.

To be eligible for the CFP® certification, advisors must meet educational requirements and have at least 3 years of full-time experience in financial planning. CFP® candidates must also pass the comprehensive CFP® Certification Examination and meet or exceed the CFP® Board’s Fitness Standards for Candidates and Registrants.

Candidates must also agree to abide by the CFP® Board’s Code of Ethics and Professional Responsibility and comply with the CFP® Board’s Financial Planning Practice Standards. These standards of ethics and responsibilities make it clear to clients that their needs and interests always come first.

Over a third of our Financial Advisors are CERTIFIED FINANCIAL PLANNERS™ at Allen & Company.

Meet The Team


Chad Jones

CFP®
Financial Advisor

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Danielle Durham

CFP®
Financial Advisor

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Fred Lopez

CFP®
Vice President
Financial Advisor

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Eric Greenhow

MBA, CFP®, CFA®
Vice President
Financial Advisor

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Isaac Hartmann

CFP®, CFA®
Vice President
Financial Advisor

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Keith Albritton

CFP®, CIMA®
Vice President
Financial Advisor

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Kurt Elmhorst

MBA, CFP®
Vice President
Financial Advisor

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Laura Hawley

CFP®
Vice President
Financial Advisor

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Michael Wright

CFP®
Vice President
Financial Advisor

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Terry Tolbert

CFP®
Vice President
Financial Advisor

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Thomas Bixby

CFP®
Vice President
Financial Advisor

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Troy Garcia

CFP®
Financial Advisor

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