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
—
Edgar d. paz, cpa
Financial & Estate Planning Specialist
M. Kate McGinn, ATFA
Trust & Charitable Services Officer, Shareholder
Tara M. Hendison, JD, CTFA
President, Shareholder
TARA DENTON, ea
Senior Tax Specialist, Shareholder
Keyshaun george
Associate Tax Specialist, Shareholder
Akili kelekele
Investment Analyst
Ellie Poff
Executive Assistant, Shareholder
IRA A. KAMERMAN
Client Services Coordinator, Shareholder
KAELEIGH S. AITCHISON
Marketing & Operations Assistant, Shareholder
Andreas Steven, MCS
Chief Operating Officer, Shareholder
Sarah M. Allen
Director, Shareholder
Stuart B. Allen, JD, CTFA
CEO, Shareholder
Clinton S. McGarvin, CFA
IN MEMORIAM
OUR Board Members
—
Kerry Tymchuk, JD
RICHARD CALLAHAN, CPA
Craig Heath, JD
Max Williams, JD
Sarah M. Allen
Stuart B. Allen, JD, CTFA