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™, giving Allen & Company the distinction of having one of the most qualified financial services staffs in the industry.

CFP Team
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Chad Jones

CFP®
Financial Advisor
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Eric Greenhow

MBA
CFP®
CFA®
Financial Advisor
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Fred Lopez

CFP®
Vice President
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Isaac Hartmann

CFP®
Finanicial Advisor
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Keith Albritton

CFP®
CIMA®
Senior Vice President
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Kurt Elmhorst

MBA
CFP®
Financial Advisor
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Laura Hawley

CFP®
Senior Vice President
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Michael Wright

CFP®
Financial Advisor
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Nathan Amann

CFP®
MBA
Senior Financial Planner
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Sharon Pettit

CFP®
Financial Advisor
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Terry Tolbert

CFP®
Financial Advisor
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Thomas Bixby

CFP®
Financial Advisor
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Troy Garcia

CFP®
Financial Advisor
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