Setting financial goals and achieving them. Working with families to define their future, teaching about the tools and strategies that will be utilized. Discussing how we monitor and care for their financial legacy. This is what we do.
Wealth transfer to the next generation, saving for education, retirement, long-term care, and whatever else life may throw our way.
Communication and Education. Strong components of what we do every day in my office. Serving clients in Iowa.
Emily and I have five wonderful children. Over the years we have served on many boards and have been volunteer coaches through the YMCA. We have a strong belief that it is important and necessary to give back to the community that we are a part of.
We began our journey with Edward Jones with the hopes of working for great families and being able to assist them all their lives. We truly believe that relationships matter. We take our time to go over what is important to you. All questions will be answered clearly, all people will be treated with a friendly smile and handshake.
My Personal Interests
- Spending Time with Family
- History and Museums
- Art & Theater
- Active Lifestyle
Office Address1402 1st Ave E
Newton, IA 50208 opens in a new window
Mailing AddressP O Box 1043
Newton, IA 50208
Phone NumberMark W Allen at (641) 792-2525
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More