Cliff has more than 35 years of experience serving the investment needs of his clients and their families.  He believes in building trusted long term relationships and customizing investment strategies for his clients throughout all market cycles.  He starts with a personalized financial plan based on each client's financial and life goals.  He then provides holistic wealth management advice to help achieve their goals...educating children, saving for retirement, and creating a legacy for their children and grandchildren.

Cliff joined Paine Webber in 1983, which was acquired by UBS in 2000, and has spent his entire wealth management career at the same firm.  He is a graduate of Purdue University with a Bachelor of Science in Management.  He is fully licensed including variable annuities, long term care and life insurance.  He is an active member of his community.  For the past 20 years, he has been a volunteer and board member for the YMCA of Greater Indianapolis and Fishers and has served as a mentor for the Fishers Youth Mentoring Initiative.  He has been married to his wife Lisa for 36 years and has 2 adult children, Cale and Peyton.  He enjoys golfing, hiking, exercising, dogs and all spectator sports.  

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, ME, MI, MO, MT, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Francie joined the Allen Wealth Management team in 2019 as a financial advisor.  She has been a  financial planning resource for the Ohio Indy market for the past 2 years as a wealth planning associate.  During that time, she completed the requirements to earn her CERTFIED FINANCIAL PLANNER® certificate.  She is also a Chartered Financial Analyst (CFA®) and is fully licensed.  She enjoys working with clients on financial planning and investment strategies to help them fit the pieces together to reach their financial and lifetime goals. 

Francie joined UBS in 2014 after working previously for a local independent advisor.  She has a Bachelor of Arts degree in Economics from the University of Illiniois and a MBA in Finance from the Kellogg School of Northwestern University.  Prior to taking a break to raise her children, Francie worked as a Fixed Income portfolio manager in Chicago.  Francie and her husband Tom live in Indianapolis and have 5 children.  They enjoy volunteering at their children's school and church, big family parties, travelling, sports and visiting Bloomington.  So far, 4 of the 5 children have attended Indiana University.  Go Hoosiers!   

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, ME, MI, MO, MT, NC, NY, OH, OR, PA, TN, TX, VA, WA, WI

Kim has been serving clients at UBS for over 30 years.  She has held nearly every administrative support position in our office, including wire operator, cashier, branch administrator, and operations manager.  This knowledge and experience in branch operations has made her a key member of the team in providing excellent service to clients.  She lives in Indianapolis with her husband Todd and they have 2 grown sons, Grant and Mitchell.  She enjoys baking, cake decorating, and maintains a small catering business.  

Registered States:
FL, IL, IN