Becky manages the day-to-day operations of Allen Financial and provides essential support to the financial advisors. She oversees all aspects of account administration including openings, transfers, IRA contributions and distributions, as well as accommodating clients’ special requests. With over 25 years of experience in the financial industry, she brings a wealth of knowledge and a deep understanding of the field to her role. Becky takes great pride in delivering personalized, high-quality service and is committed to ensuring each client receives attentive and efficient support.