Wendy Allen

Wendy Allen

Scheduling and Client Services Coordinator to Keith Allen

Domicile State: FL
Office: (850) 478-9841
Fax: (850) 475-8667
E-mail:
 

Wendy Allen is the Scheduling and Client Services Coordinator for Keith Allen, Financial Planner with Buttonwood Financial Services. She oversees operations, scheduling, and client services for his practice. She manages files, answers the phone, and helps assist Keith’s clients in a professional manner.

 

Wendy has been married for 28 wonderful years.  Prior to her role at Buttonwood, she worked at home raising a family and volunteering at church. Along with being very active in a local horse club, where she serves as an Officer, she manages local and national fund-raising events, where the proceeds are given back to the community.