Greg Allen, CFP®
Advisor, Operations Officer
gallen@crownmail.net

Greg joined the firm as Operations Officer in 2001. His responsibilities include oversight of the firm's operational matters and meeting with clients to implement their financial plans and plan changes. He is also involved in client planning as well as portfolio management.

Greg is a CERTIFIED FINANCIAL PLANNER™ certificant, a Registered Representative and an Investment Advisor Representative with Crown Capital Securities, L.P. and holds Series 7 and 63 licenses. He is currently pursuing an advanced Estate Planning designation. Prior to joining The Wellstone Group Greg was part owner and President/CEO of a software company.

Born and raised in Oregon, Greg and his wife Sandy have been married since October 1983 and have three children; Kristen, Hannah and Zachary. The Allen family attends Salem Alliance Church where Greg serves on the Council of Elders.

In his free time, Greg enjoys time with Sandy and his family, watching his kids play sports, reading and enjoying friends.