Karen has been at Allen & Company since 2008, and has over 40 years of experience in financial services. In addition to being registered with LPL Financial, where her Series 7 registration is currently held, Karen is the primary point of contact for scheduling, strategic communication initiatives, and coordinates all team-sponsored client events.

Originally from Louisiana, Karen has lived in Lakeland since 1969, and over the years has enjoyed serving on many community boards.  She enjoys cooking and spends her leisure time with her family traveling and relaxing at their river home.

Mark joined Allen & Company in 2023 and has close to 9 years of experience in the financial industry. Working as an advisor for 5 years before joining our team he currently holds his Series 7 and 66 Licenses with LPL Financial and his Life and Annuity License. He furthered his education in the financial industry by obtaining two designations, Chartered Retirement Planning Counselor® & Behavioral Financial Advisor™.

Outside of work, Mark enjoys spending time with his wife Tiffany and son Logan. When not with family, he spends time running his chocolate business “Andrew Logans Confections”. Mark dreams of growing his business by supplying gourmet chocolate to the City of Lakeland.