Hi! My name is Allen and I am the Senior Account Manager at J.H. McKewen III & Associates, LLC., an investment management firm located in Westerville, Ohio.
Before J.H. McKewen & Associates, I was the Human Resources Manager for a small landscape supply company, Mr. Mulch. Wanting to explore a career in the financial sector and to combine my interest in budgets and spreadsheets with my customer service skills, I took a job as a Property Claims Customer Representative at Nationwide Insurance, assisting customers with their Home and Auto claims. Less than a year later, I transferred to Nationwide's financial arm, Nationwide Financial, and specifically to their Public Sector Retirement Plans department. This is where I gained the majority of my experience in retirement plans knowledge, investment education, and client account management. After a total of 5 years with Nationwide, I finished as a Financial Services Trainer, developing curriculum and training associates in client account management. I then transitioned to Mac's firm in March 2015.
I've been married to my lovely wife, Pam, since 2007 and have two small children: Alex and Miles. I love hanging out with my family and taking local trips to enjoy different parks around Columbus; we also love to go get ice cream together, go on walks and go to the zoo. Some of my favorite hobbies and interests include: surfing (when I can get to the coast!), biking, flying remote controlled anything and throwing myself into home improvement projects. I also love to travel and experience new places around the world when I can.
I help lead a house church of approximately 30 people in the Xenos adult group with my good friend of 10+ years, John “Mac” McKewen. I regularly teach the Bible, lead discussions in small groups, and assist the GIFT Ministry with curriculum and classroom presentations. I feel privileged to get to integrate God's word and share His perspective in the area of finances with others.
I have my Bachelor of Arts Degree with a concentration in Religious Studies from the College of Wooster and hold a Registered Representative (Series 6) License.