Jeffrey S. Allen, CFP®Senior Vice President
Phone: 888-363-4546 Jeff’s experience and qualifications as a medical professional serves him well in providing wealth management for closely held corporations, medical practices, families, and non profit organizations. He focuses on developing a coordinated wealth creation and preservation plan approach to investment planning issues as they pertain to medical professionals. Jeff received a B.S. from the United States Air Force Academy (1970) and his M.D. from the University Of Vermont College Of Medicine (1974). He completed a residency in Internal Medicine and is Board Certified in Internal Medicine and Emergency Medicine. Dr. Allen practiced Emergency Medicine until 2000 when he received a Masters in Medical Management from Carnegie Mellon University in conjunction with the American College of Physician Executives. Currently a non practicing physician, he began a consulting career providing physicians with financial strategies.. In 2002 he completed the Financial Planning program at Florida State University and was awarded his Certified Financial Planner® certification in 2005. Jeff holds his securities registrations and insurance licenses, which he feels helps him to better serve his physician clients. Jeff is a member of the Financial Planning Association. Jeff has also been a member of the American College of Physician Executives and has received their Certified Physician Executive recognition. During a 26 year career in Emergency Medicine Jeff acquired extensive experience in the business aspects of Medical Practice. He was the Chairman of an Emergency Medicine department and served on the hospital board. Jeff developed and managed 4 Urgent Care centers and after 16 years as the CEO, sold this company to a large regional health care provider. During his years of practice, Jeff created and managed a commercial real estate investment company for other physician partners and developed and managed retirement plans. These financial activities led to the formation of his consulting business, Physician Financial Solutions that Jeff relocated to Naples in 2001. To better serve his clients with a team of financial professionals he joined a Naples advisory firm in 2004 to focus on his physician clients’ investment planning needs and moved to Burns Investment Group in 2011 to enhance the service offerings. Jeff has served civic and charitable organizations including The Flynn Center for the Performing Arts (Board Chair), Mallets Bay Boat Club (Master) and the Burlington Waterfront Board in Vermont prior to relocating to Naples. Here Pin Naples, Jeff served on several committees at the Community School of Naples, where his two daughters matriculated. He resides in Naples with his wife, Dr. Susan Hetman. 
|
||
|
Farmington Hills Office |