Nick Allen understands that serving clients’ financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker-Myers Wealth Managers, he puts his clients, and their needs first.
Nick is committed to helping you achieve your financial goals by offering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, Nick is one of Dave Ramsey’s Local SmartVestor Pros because, like Dave, his focus is on helping clients live their lives debt-free and financially independent.
Before joining Whitaker Myers Wealth Managers as a Financial Advisor, Nick worked for Young Life, a non-profit Christian outreach ministry with a presence in all 50 states and over 100 countries worldwide. He worked with kids in and around Pittsburgh, PA for nine years, building high-quality relationships and investing his time in fundraising and leadership development. He is passionate about building high-quality relationships with his clients as they plan for their future. With his experience, he brings a unique and valuable skill set to our team.
Nick attended Ohio University, where he met his wife, Beth Anne. They live in Wooster, Ohio with their two daughters. Nick enjoys doing projects around the house and playing with his kids.