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 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 the Annuity Marketing Consultant/Team Leader for Allen Marketing & Associates, Inc.  He is responsible for our companies, products and building of relationships with the home offices. He focuses on recommending product portfolios, working on case development, recruiting new agents, and building business through goal setting. He also works with 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 wife Kara and dog Ross. Jonathan@allenmarketing.net

NOT PICTURED	William Heft is the Life 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. 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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James Cox is the newest addition to our staff here at Allen Marketing & Associates, Inc. He is a Junior Marketing Consultant. Jimmy works closely with Lisa and Jonathan while focusing mainly on case design, recruiting new agents, building relationships and helping our agents in the field set and achieve their goals. Jimmy lives around the Akron area and he is currently attending The University of Akron while majoring in Corporate Finance with a minor in Entrepreneurship. James@allenmarketing.net

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

Ashleigh Clapper is a Case Manager for Allen Marketing & Associates, Inc. Ashleigh’s responsibilities are to process agent licensing and 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 and works with Kelsie on the VIP Program. Ashleigh is a great team member and is willing to help anyone to get a job done. Ashleigh lives in Cuyahoga Falls with her cat Charlie!  Ashleigh@allenmarketing.net

	Tom DiSabatino is our in-house agent  for The Allen Financial Group. He helps clients with Insurance and planning service for their needs. 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.

	Bryan Lowe is one of our in-house agents for The Allen Financial Group and The Allen Property & Casualty Agency. He helps clients with their Insurance and planning needs.  Bryan@bryanloweagency.com