Melissa McKinneyFinancial Paraplanner Qualified Professional™
Melissa joined Allen & Company in 2007. All the while, she has been a leader in furthering her education by obtaining her Series 7 license, Financial Paraplanner Qualified Professional™ designation, Life Insurance/Health/Annuities license as well as being the team’s only holder of the Chartered Retirement Plan Specialist designation.
Melissa supports the team by operating as the main contact for the team’s 401(k) plans and participants. She also is the lead for preparing client meeting reports, client insurance processing, and creating financial plans.