Patrick H. Allen, III, CSA Chairman and President Allen Marketing & Associates, Inc
1559 Corporate Woods Pkwy Ste 300
Uniontown, Ohio 44685
330.896.8900
800.877.6589
330.896.8905 (F)

 

Patrick H. Allen, III Patrick H. Allen, III CSA is the Founder, Chairman, Leader, President, and Coach of Allen Marketing & Associates, Inc.; a national wholesale insurance and financial marketing/ brokerage firm with over 3000 agents and 30 companies nationwide and The Allen Financial Group; a local retail firm. Pat has been in the insurance and financial business since 1975 and has accumulated a vast amount of knowledge and a tremendous wealth of experience which has earned him the respect of many business associates, industry leaders and companies. Pat is often featured in many insurance industry periodicals. Pat has been very successful in every facet of our business including recruiting, agency building and personal production; which he still does every week. Pat is the inventor of both the Insurance and Financial Gatekeeper and the Network of Professionals concepts and is often found scanning the external emerging environment in order to position the firms for success. Pat is known for his Reality Based Thinking. Pat is heavily involved in community related activities and is a long standing member of the Akron, Lake and Green Chambers of Commerce, where he has received many business awards. He also serves on the Advisory Board of the University of Akron Business Technology College. Pat received the 2003 National Leadership Award presented by The National Republican Congressional Committee and was appointed to the Business Advisory Council to serve as an honorary chairman for the state of Ohio. Pat was a featured speaker for AMA, Inc. worldwide on MSNBC on March 1, 2004 when AMA, Inc. was “Terry Bradshaw's Pick Of The Week”. In his spare time, Pat coaches our top producers on the financial management of their business. Pat is originally from Toledo, Ohio where he began his insurance career and spent 3 years in Bowling Green, Ky and has resided in Hartville, Ohio since 1979 with his wife Theresa, children; Lisa and Kelsie; all involved with the firm and 3 grandchildren Macy, Makayla, and Cameron. For a hobby, Pat runs another company; P&T Allen Properties, LLC. in order to make sure that he never runs out of things to do! Patrick@allenmarketing.net



 

Lisa Allen-Cutlip Lisa M. Allen-Cutlip is the Office Administrator for Allen Marketing & Associates, Inc., The Allen Financial Group. She has been in the business since 1992 and has worked her way up the ladder to her current position. Lisa is responsible to make sure that all areas of the company are working to the highest levels. Lisa works directly with the President and is often referred to as the Keeper Of The Culture. She also works with the administrative staff on our unique value added customer service. Lisa lives in the area with her husband, who is a Deputy Sheriff in Summit County and children Makayla and Cameron. Lisa@allenmarketing.net


  Jonathan Strohl is one of the Marketing Consultants for Allen Marketing & Associates, Inc. He focuses on recommending product portfolios, working on case development, recruiting new agents, and building business through goal setting. He also works with some of our Top Producing Agents around the country. Jonathan is very knowledgeable and is there when our agents need him. Jonathan lives just minutes from the office with his girlfriend Tina and their new puppy Sal! Jonathan@allenmarketing.net



 

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William Heft is one of the Marketing Consultants for Allen Marketing & Associates, Inc. He focuses on case design, recruiting new agents, and helps our agents in the field set and achieve their goals. He also works with some of our Top Producing Agents around the country. Bill lives about five minutes from the office and is usually the first one here in the morning! William@allenmarketing.net



Kelsie Allen is the Accounting Manager for Allen Marketing & Associates, Inc. She works on special projects and assists Pat Allen, Lisa Allen-Cutlip. She likes to stay in touch and enjoys communicating with our agents in regards to our incentive trips. Kelsie lives in Hartville with her 3 cats, Daisy, Lexie, and Jackson and dog Gracie! Kelsie@allenmarketing.net


Ashleigh Clapper

Ashleigh Clapper is a Case Manager for Allen Marketing & Associates, Inc. Ashleigh’s responsibilities are to process agent licensing and annuity, life, long term care, and disability new business with a weekly follow-up to the agent. She also handles all tracking of production for our incentive trips. Ashleigh is a great team member and is willing to help anyone to get a job done. Ashleigh lives in North Canton with her fiancé Jim and cat Charlie!  Ashleigh@allenmarketing.net



  Tom DiSabatino is one of our in-house agent  for The Allen Financial Group. He helps clients with insurance and planning services. Tom has been in the business since 1984 and enjoys what he does. In his spare time he plays with his band on the weekends and he lives in the Canton area.


 

 

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