Patrick H. Allen, III is the Founder, Leader, President and Coach of Allen Marketing & Associates, Inc.; a National Wholesale Insurance and Financial Marketing/Brokerage 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 has been very successful in every facet of our business including recruiting, agency building and personal production, which he still does every day.

Pat was a featured speaker for AMA, Inc. worldwide on MSNBC on March 1, 2004 with 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. Additionally, Pat was the inventor of both the Insurance & Financial Gatekeeper and Network of Professional concepts, along with the Complete Planning Approach.

Pat is originally from Toledo, Ohio where he began his insurance career and spent three years in Bowling Green, Kentucky and has resided in Hartville, Ohio since 1979 with his wife Theresa, children; Lisa & Kelsie and grandchildren; Makayla, Cameron, Ava, Nolan and Whitney! ​

Kelsie Allen-Welser
Vice President Of Operations Manager

As the "Keeper of the Culture", Kelsie makes sure that the office runs smooth and that our customers are receiving the assistance and support they deserve.

Kelsie lives with her husband, Michael and they enjoy watching their beautiful children Ava, Nolan and Whitney grow!

Lisa Allen-Cutlip
Vice President Of
​Sales & Marketing 

By calling top advisors in the industry, Lisa is best at building relationships and assisting producers reach and maintain their goals for their individual businesses.

Lisa lives in the Hartville area
with her husband and 2 children,
Makayla and Cameron.
Cherie Barth
Customer Relations Representative
Cherie is the first point of contact when agents, clients or home offices call into our office! Cherie is great with both agents and clients and works proficiently when given any task! 

Cherie lives about five minutes from the office with her husband and her three children do not live far from her!!