Karen McCarthy
Registered Client Service associate
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.
Donna Williams
Registered Client Service Associate
Donna joined The Legacy Group of Allen & Company in April of 2025. She studied Business and Financial Studies at Solihull Technical College in England. With more than 20 years of experience in the financial services field, Donna holds her Series 7 and 66 licenses with LPL Financial.
Donna immigrated from Birmingham, England in 1995 and lived in Orlando until moving to Kissimmee in 2017. Outside of work, Donna and her husband, Garold, enjoy attending college football games at UCF and The University of Alabama. They also enjoy exploring the country in their RV with their dog Jax and cherish family time with their six children and five grandchildren.
Nick Brinkman
Registered Client Service Associate
Nick joined the Legacy Group of Allen & Company in October 2025. He holds a degree in business administration and an MBA from Florida Southern College and maintains his Series 7 and 66 licenses with LPL Financial.
Outside the office, Nick enjoys spending time with his wife, Aidan—whom he married in September 2025—as well as staying active at the gym, fishing, and exploring new recipes. He brings a genuine passion for the financial industry and a strong interest in helping clients navigate their financial journey.