Wendy Allen

Scheduling and Client Services Coordinator to Keith Allen

Domicile State: FL

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 30 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. She also represents the Sheriff in the Santa Rosa County Sheriff's Mounted Posse, which is a volunteer orgaization. She is the Secretary for the Posse which is a vital role in keeping records up-to-date.

Phone (850) 478-9841
Fax (850) 475-8667