Kim Allen

WHO I SERVE

I assist Mark as he works closely with plan sponsors and participants, supporting the day-to-day experience of retirement plans and serving as a bridge between high-level financial planning and daily account management. My role includes helping coordinate transactions, reporting milestones, and ongoing communication, so clients have a consistent point of contact who is familiar with their plan and responsive to their needs.

WHAT I WANT FOR YOU

My goal is to provide proactive, thoughtful support that helps simplify administrative complexities and keep communication clear and accessible. I strive to be a point of contact who understands each client’s history and preferences, and to deliver the clarity and confidence clients need to stay focused on their long-term goals through consistent service and follow-through.

PERSONAL + CREDENTIALS

I hold a Bachelor of Science in Journalism with a focus in Public Relations from the University of Texas at Arlington. My background includes public relations and marketing communications with Sandstone Communications, where I supported research, promotions, and client communications, as well as hospitality roles with Loews Hotels and Pointe Hilton Resorts focused on client experience and coordination. I have collaborated with Junior League of Denver, Women in Communication, and the Public Relations Society of America. After raising my children, I am embracing the Colorado lifestyle and enjoy attending local farmers markets, exploring galleries, and hiking the foothills with my family and our Vizsla, Norman.