Hi! I’m Allen, an Investment Adviser and Certified Financial Planner™ Professional at J.H. McKewen III & Associates, LLC., an investment management firm located in Westerville, Ohio.

Before J.H. McKewen, III & Associates, I was the Human Resources Manager for a small landscape supply company, Mr. Mulch, Inc. Desiring to explore a career in the financial sector and 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 Insurance 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 first gained 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 J.H. McKewen, III & Associates, LLC in March 2015. 

I've been married to my lovely wife, Pam, since 2007 and have two quickly growing children: Alex and Miles. I love hanging out with my family. We often take trips to enjoy different parks around Columbus, get ice cream together, take walks and love to visit the Columbus Zoo. Some of my favorite hobbies and interests include: surfing (when I can get to the coast!), flying FPV (First Person View) RC drones, and throwing myself into home improvement projects. I also love to travel to experience new places around the world when I can.

I help lead a house church of approximately 30 adults in Dwell Community Church with my good friend and mentor of 15+ years, John “Mac” McKewen, III. I regularly teach the Bible, lead discussions in small groups, and assist the GIFT Ministry with curriculum and classroom presentations. I feel privileged to integrate God's word and share his perspective in the area of finances with others.

I have my Bachelor of Arts (BA) Degree with a concentration in Religious Studies from the College of Wooster, have held the Registered Representative (Series 6) License, and am a current Certified Financial Planner™ Professional.