Meet the Team
Our LocationsSelect one of our locations below.
Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Chesterfield | Elkhart | Festus | Gardner | Grandville | Holland | Kent City | Lee's Summit | Marshall | Mequon | Monticello | Muskegon | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
Lee's Summit, MO
500 SW Market St, Suite E, Lee's Summit, MO 64063
Mike AllenMike Allen is a Registered Representative and Investment Advisor Representative. He has a Bachelor of Arts in Economics from the University of Missouri-Columbia and has been involved with the financial services industry since 1992.
I strive to ensure the quality of life for the individuals and families I serve. - I am a servant leader. I utilize my unique abilities and those of the individuals of our firm to build personal and financial legacies.
Our team utilizes a clear process of discovery, strategy, planning and execution. By doing so we inspire responsible, conscious decisions of those we serve. We strive to become a recognizable resource where the community builds its trust, confidence and faith. Our values are centered on Integrity, Trust, Transparency and Expertise.
Mike continues to be involved with business and philanthropic organizations established in service above self: Rotary Club of Lee's Summit, Lee's Summit Chamber, LS 360 Charting Tomorrow, LS Educational Foundation, LS R-7 Partners in Education, MODDRC/IHD in addition to others.
Mike learned to understand the challenges and joys surrounding intellectual and development disabilities as his family includes an older brother and sister confronted with special needs. His family developed the responsibilities and necessities of preparedness, organization and planning through all stages of life.
Mike and his wife, Melanie, live in Lee's Summit, MO, with their daughters, Eliza and Charlotte, where they've lived since 1998. They encourage intentional wisdom, kindness, laughter and prayer.
Ellan HellingI am a retired educator who is looking forward to learning the financial business.
I received my Bachelor's of Arts in Education from the University of Missouri- Kansas City as well as a Master's in Education from Baker University.
My husband and I have two grown children. We enjoy the outdoors and spend many hours walking and hiking.