Registered Client Service associate
Karen has been at Allen & Company since 2008, and has over 36 years of experience in financial services. In addition to being registered with LPL Financial, where her Series 7 registration is currently held, Karen is the primary point of contact for scheduling, strategic communication initiatives, and coordinates all team-sponsored client events. In addition to the team’s administrative responsibilities, she also supports the firm’s senior management.
Karen has served on many community boards over the years and has lived in Lakeland since 1969.
Financial Paraplanner Qualified Professional™
Melissa joined Allen & Company in 2007. All the while, she has been a leader in furthering her education by obtaining her Series 7 license (currently held through LPL Financial), Financial Paraplanner Qualified Professional™ designation, Life Insurance/Health/Annuities license as well as being the team’s only holder of the Chartered Retirement Plan Specialist designation.
Melissa supports the team by operating as the main contact for the team’s 401(k) plans and participants. She also is the lead for preparing client meeting reports, client insurance processing, and creating financial plans.
Registered Client Service Associate
Kathy joined the team in 2011. Her 17 years of industry experience helps her to provide solutions to clients for their day-to-day questions. Kathy is registered with LPL Financial, whom she holds her Series 7 and 66 registrations with. Additionally, She works closely with CPAs and attorneys as the lead contact for sophisticated trust and estate transactions.
Kathy currently resides in Lakeland where she and her family are actively involved with The Dream Center of Lakeland and the Fontaine Gills YMCA.s.
Client Service Associate
Gwyn joined the team as a Client Service Associate in 2019. Leveraging her experience of nearly 20 years in the Financial Industry, Gwyn provides clients and the team with knowledge on a variety of topics; striving to make a profound and positive difference in the lives of clients and colleagues.
Gwyn obtained her Bachelor of Science from the University of Florida. A long-time resident of Bartow, Gwyn is married to Chuck Hughes and has two children, Garrett (21) and Emily Lyn (16). She enjoys volunteering for the Junior League of Greater Lakeland where she primarily devotes her time to the Lakeland Christmas Parade.