Kay Allen, CFP®

Certified Financial Planner™

Kay Allen is a CERTIFIED FINANCIAL PLANNER™ professional. She joined Aspen Wealth Management in 2013 and heads the Colleyville office. Prior, she worked for a large financial firm doing investments and financial planning.

Kay has a degree in Business Finance from Kansas State University. Her early career was in banking where she created and implemented a compliance policy for the lending and operation sides of banking. Later, she was able to parlay this to conducting independent audits for various banks. However, a strong desire to help people understand the confusing array of financial products available led her to the Financial Planning field. She loves helping her clients envision their future and being able to help them create a path to financial success. Kay was recently featured offering guidance in the money makeover segment in Money Magazine.

Kay is active in the Financial Planning Association (FPA), the National Assocation of Personal Financial Advisors (NAPFA), the Colleyville Chamber of Commerce, and the Rotary Club of Colleyville. Education is a passion for Kay, and she currently serves on the Grapevine Colleyville Education Foundation as well as the Uplift Education Board of directors.

Kay is married with three adult children who all graduated or will graduate from the University of Oklahoma. When she is not working, she enjoys spending time with her family, traveling and being outdoors.

You can learn more about Kay here