Zachary L. Allen in

Zachary L. Allen

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Financial Representative at Allen Financial Group
📍 Dayton Metropolitan Area, United States

Zachary L. Allen is a Financial Representative and CEO of Allen Financial Group, specializing in wealth management for business owners, retirees, and families. A recipient of the 2025 Forbes Best-in-State Financial Security Professionals award, he is a Wright State University graduate and holds FINRA series 6, 7, & 66 licenses.

Outside of his financial practice, Zachary is an avid golfer and deeply involved in his community. He has served as a Councilmember for the City of Troy, Ohio, and actively supports local causes through philanthropy, including donations to the Good Samaritan Foundation.

He was recognized as a top donor to the Good Samaritan Foundation for gifts of $5, 000 or more.

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Experience
19 Years
Current Role
Financial Representative
Job Level
Junior
Location
Dayton Metropolitan Area, United States
Personality Overview

How Zachary shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Zachary cares about

Financial Security
His work focuses on protecting families and businesses, and he was named to the 2025 Forbes list of Best-in-State Financial Security Professionals.
Community Leadership
He has direct experience in local governance, having served as a Councilmember for the Second Ward of Troy, Ohio.
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Career

Work history

4-2009
Financial Representative
Allen Financial Group
9-2008 - 3-2009
Producer
Trojan Insurance Agency
6-2006 - 8-2008
Insurance and Financial Service Professional
American National
In the press

Media appearances

Zachary Allen – Team Member Profile. Featured in Allen Financial Group (theafg.net)
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Education
2003 - 2006
Financial Services
Wright State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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