Mike has been serving as the President and Treasurer of Allen Insurance and Financial since 2012. In those roles he directs the overall strategic growth and management of the company as well as overseeing the firm’s financials.
Additionally, as a financial advisor and the managing principal of the office, Mike leads the Allen team of financial advisors, a diverse group of advisors specializing in personal financial planning and qualified retirement plans.
Mike has been working directly with clients on their investment, insurance and retirement planning for the past 25 years. He is also a licensed attorney, a member of the Maine Bar Association and a CERTIFIED FINANCIAL PLANNERTM professional.
His prior experience includes working for the Guardian Life Insurance Company, designing and implementing employee benefit programs and qualified retirement plans for businesses throughout New England.
Additionally, he was a financial consultant with Coopers & Lybrand, LLP (now PricewaterhouseCoopers – PWC) in their Boston office of tax and financial planning. Mike holds a Bachelor of Science in Finance from the Boston College Carroll School of Management and a Juris Doctor (JD) degree from the Suffolk University Law School.
Outside of work Mike enjoys the active lifestyle that living in Midcoast Maine allows. He and his wife, Kate, a local veterinarian, have three children in the local schools.