Kelly Allen

I come from a blue-collar family and worked in the elevator trade for a bit, where you get to meet a lot of people doing interesting things. My husband and I have a construction company, and when the Affordable Care Act came out, I was very concerned about how things were going to impact others. That concern led me to get my insurance license, and I immediately got involved in advocacy. I spent a lot of time with NAFA and other organizations to help the industry get better and to help our beneficiaries with legislative changes that have significant impacts to them - not only their health insurance and Medicare, but also to their overall tax strategies and tax planning for their families and their businesses. I've been in this field for 14 years. My most notable achievement is being elected to represent my community as our Public Utility District Commissioner, which came about because of having the good influence in my business. A big part of what we do in financial advising is literacy - helping people really understand how to manage their funds. I work with many single women, wanting to empower them so that they can take control, learn how to plan ahead, and create the future that they're wanting. Right now, we've been going through rebranding, and we have a financial goal that we're moving toward, not only financial, but as far as bringing on additional agents as well.