Allen Campbell

Allen Campbell
Managing Director
Senior Investment Consultant

With more than 15 years in the financial advisory business, Allen combines financial experience with honesty and integrity to serve his clients.  He utilizes a comprehensive investment consulting process to tailor an investment plan for each client.  He enjoys developing a deep financial relationship and understanding with each client.

Allen is a Senior Investment Consultant, having completed the Investment Counsel Program sponsored by Baird at the University of Chicago Graduate School of Business.  He holds a Bachelors degree in Mathematics, with a minor in Business Administration from the University of Wisconsin – Eau Claire.

Allen resides in Eau Claire, Wisconsin, with his wife, Jennifer, and two sons.  He is very involved in his sons' many activities and enjoys the outdoors and travel.  He is also actively involved in several organizations in his community.