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, ea
Senior Tax Specialist
Edgar d. paz, cpa
Assistant Tax Specialist
Keyshaun george
Associate Tax Specialist
Ellie cook
Executive Assistant
IRA A. KAMERMAN
Client Services Coordinator
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