Michael J. Allen

Michael J. Allen

Michael J. Allen, RICP®

Investment Adviser Representative

Mike is an Investment Advisor and has been with Laurel Financial Group since January 2015. Mike has earned the distinction of being a Retirement Income Certified Professional® through his focused study on creating sustainable retirement income plans.  Mike primarily creates and reviews portfolio allocations, as well as retirement income plans for clients. He is also heavily involved in the security selection and monitoring process. His background in engineering helps him thoroughly break down a financial situation and recognize a realistic approach for helping clients reach their goals. From his time on the football field, Mike also knows firsthand that a game plan is only as good as its execution. He prioritizes plan monitoring and clear, realistic goals among the most important parts of implementing a plan.

Mike graduated from Case Western Reserve University with a BS in mechanical engineering in 2012. After graduation, he spent nearly three years as an application engineer in the welding industry with the Lincoln Electric Company in Cleveland, Ohio, where he helped customers identify and solve their welding issues. He specialized in aluminum and robotic processes and can lay down a pretty nice bead if he does say so himself. Mike really values his time spent at Lincoln where he got to develop solutions with other engineers and welders from all over the world. Mike made the switch from engineering to financial planning out of a desire for a career that was relevant to more people in their everyday lives. He has always thrived and felt most in his element when helping others solve problems, so he thoroughly enjoys helping clients work through personal finance issues such as retirement planning.

Mike enjoys many things in life, but is definitely in a coffee and cycling phase right now. He is mastering the art of pour over and French press coffee brewing and is trying to ride 40 miles a week. Mike is also always up for some golf, but buyer beware, his game ranges from that of Dustin Johnson to someone who has never hit a ball before on any given day. Cooking is also one of Mike's loves and he's become half decent at it because his true passion is eating.  Most of his time outside of work, however, is spent keeping his home and yard from falling apart. Mike and his wife, Rebecca, live in Whitehall with their cat, Misha, whose mischief takes up whatever time isn’t spent on the house.

Mike would love to help you with any issues involving retirement planning, small business retirement plans, debt consolidation and payoff planning, college saving, or just general investing. He's also nifty if you need to cook for someone who is gluten free like his wife.