TEAM
Allen Trust Company People
““Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by compassion, good judgment, patience, and integrity.””
OUR Team
—
Krystal C. Lee, MBA,
CFP®
Director of Financial Planning & Portfolio Manager
Clinton S. McGarvin, CFA
Senior Portfolio Manager
M. Kate McGinn, ATFA
Trust & Charitable Services Officer
TARA DENTON
Senior Tax Specialist
Parker M. Gallagher, MBa, CFP®
Trust Officer & Assistant Portfolio Manager
Keyshaun george
Associate Tax Specialist
Ellie cook
Executive Assistant
IRA A. KAMERMAN
Client Services Coordinator
Hannah E. Ross
Executive Assistant
KAELEIGH S. AITCHISON
Marketing & Operations Assistant
Tara M. Hendison, JD, CTFA
President, Shareholder
Andreas Steven, MCS
Chief Operating Officer
Sarah M. Allen
Director, Shareholder
Stuart B. Allen, JD, CTFA
CEO, Shareholder
OUR Board Members
—
Kerry Tymchuk, JD
RICHARD CALLAHAN, CPA
Craig Heath, JD
Max Williams
Sarah M. Allen
Stuart B. Allen, JD, CTFA