Jeannine M. Allen
Owner, Financial Advisor
“I treat clients with dignity and respect at all times. My goal is to help each client plan and achieve financial goals that are important to them by actively listening to what they want to accomplish. Truly understanding client needs is often the key to success.”
As owner and President of the Firm, Jeannine has been with Allen Advisory, PC since 1981 when it was known as Allen & Chew. She has a tremendous amount of experience and has served many clients through multiple phases of their financial lifecycle. As an advisor, Jeannine provides clients with comprehensive tax planning and wealth care services.
A former corporal in the Marine Corps, Jeannine began her professional career with a large local CPA Firm in Phoenix upon conclusion of her military service. After gaining several years of experience there, she moved on to a corporate financial role with a national restaurant chain and ultimately to Allen Advisory, where her passion for helping clients achieve financial success has flourished.
Raised in Southern California, Jeannine has lived in Arizona for over 30 years. She and her husband, Duane, currently reside in Apache Junction. She loves the small town feel of her community and enjoys spending time paddle boarding down the Salt River and local lakes with friends from her fitness group, fishing, camping and traveling with her husband, Duane. Jeannine is also actively involved with her Church and loves spending time with grandchildren.
Designations
Enrolled Agent (EA) - Arizona
Professional Licenses
Securities: FINRA Series 7 & 66
Insurance: Life, Health & Long-Term Care
Memberships
National Association of Enrolled Agents
Arizona Society of Enrolled Agents
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Duane A. Allen
“Maintaining high standards of excellence is the foundation of great client service. Always be accessible and responsive. Pay attention to details and deadlines. Provide quality work and knowledgeable advice. And most importantly, be an advocate for your client. They are counting on you to guide them in the right direction.”
Duane has been with Allen Advisory for over 34 years. He specializes in tax and estate planning for high net worth individuals.
A graduate of the University of Michigan, Duane began his professional career at Ernst & Young and went on to gain additional experience with Walker & Armstrong before partnering to open his own CPA firm. He has amassed extensive knowledge and expertise and is highly respected among both colleagues and clients. Known for his high ethical standards and professional manner, Duane genuinely cares for his client's financial well-being.
Born and raised in Michigan, Duane moved to Arizona in 1972 and has called it home ever since. Away from the office, Duane also enjoys spending time with grandkids and getting outdoors whenever possible.
Memberships
Past Director, University of Michigan Alumni Association
Education
University of Michigan, BA, MBA
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