Dana R. Allen

I grew up in the Tri-Cities and graduated from Kennewick High School in 1988.  I then attended Whitman College and graduated in 1992.

I’ve been in the securities industry since 1996 when I started working alongside my mother, until she retired from the business in 2014.  In 2015, Tyler joined me, and we have worked together since.  I think Tyler and I have great synergy, and I believe people seek us out for our integrity and our down-to-earth approach to investing. 

My favorite thing about being a financial advisor is the relationship I have with my clients.  I love doing business with people I like.  That’s what makes me happy to come to work every day.

I am happily married to my husband of 25+ years, Steve.  We have two sons who are both in college.  We are adjusting from being full-time parents to being empty nesters and I am not sure I like it just yet.  We spend our free time mountain biking, hiking, kayaking and generally enjoying the outdoors.