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)
Meet the Staff

 
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”. Pat was also on the NBC Today Show and featured in an article in the New York Times discussing credit card debt and contributed to the recent credit card legislation reform. 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; Christopher, Lisa and Kelsie; and Lisa & Kelsie are 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 M. Allen-Cutlip is the Office Administrator for Allen Marketing & Associates, Inc., and 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 of productivity. 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 and is part of the K9 unit with his bomb dog, in  Summit County and children Makayla and Cameron. Lisa@allenmarketing.net

 

 

 

 

 

 

 



 

Jonathan R. Strohl is a Senior Marketing Consultant for Allen Marketing & Associates, Inc. He focuses on recommending product portfolios, working on case development, recruiting new agents, and building business through goal setting, and works with many of our Top Producing Agents around the country. Jonathan works directly with the agents in teaching them about our marketing & seminar programs as well as training new marketing consultants. Jonathan is very knowledgeable and is there when our agents need him. Jonathan lives just minutes from the office with his dog Sal! Jonathan@allenmarketing.net

 

 

 

 

 

 

 



William H. Heft is a Marketing Consultant 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

 

 

 

 

 

 



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Michael J. Keele is a Junior Marketing Consultant for Allen Marketing & Associates, Inc. He is working directly with Jonathan in learning the products, helping with case design,  recruiting new agents, and helping our agents in the field set and achieve their goals. Mike likes to ride his four wheeler in his spare time! Michael@allenmarketing.net

 

 

 

 

 

 

 



Kelsie M. Allen is the Accounting Manager for Allen Marketing & Associates, Inc. In doing so, she is responsible for all aspects and reporting regarding the financial management of the business. She works on special projects and is a direct assistant for Pat Allen & Lisa Allen-Cutlip. She likes to stay in touch and enjoys communicating with our agents. Kelsie lives in Hartville with her 3 cats, Daisy, Lexie, and Jackson and dog Gracie! Kelsie@allenmarketing.net

 

 

 

 

 

 

 



Ashleigh Clapper

Ashleigh B. Fittro 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 all of our agents and when all the marketing consultants are on the phone  helping other agents, Ashleigh jumps in & can help with anything that needs to be done!  Ashleigh is a great team member and is always willing to help anyone to get a job done.   Ashleigh lives in North Canton with her husband Jim! Ashleigh@allenmarketing.net

 

 

 

 

 

 

 



 

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Patricia A. Phillips is the assistant for The Allen Financial Group and The A & M Insurance & Financial Group, LLC. She works directly with Pat Allen, Buck Mosley and many independent agents on The Allen Financial Group side. Patti is the newest addition to our staff but is not a   newcomer in the Insurance industry! She previously worked as a Life Underwriter for Summit  National Life Insurance Company where she met Pat when he first began in the business! Patti loves spending time with her grandson, Nathan and enjoys running!Patti@allenmarketing.net

 

 

 

 

 

 

 



  Tom DiSabatino is one of our in-house agents  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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