Who We Are

Matthew Allen, Financial Advisor

Education and Experience

Matthew has been helping families, executives and medical professionals create financial security for over 10 years.  He began working with Northwestern Mutual as a college intern while attending Western Kentucky University.  

Personal

There is no question that Matthew is a family man.  The smile on this face as he speaks of his wife and daughters will give it away immediately. When he's not with his family, you'll find him spending times outdoors either hunting or golfing.

To learn more about how Matthew's family influenced his decision to become a financial advisor, read the very interesting story about Matthew and grandfather here.  


 

 
Alex C Jolly

Alex C Jolly

Alex joined Northwestern Mutual in August of 2016 when he became a member of Matthew Allen’s practice. He was first exposed to the financial planning field during his undergraduate years at Murray State University where he studied Finance and then continued on to complete the Master of Business Administration program. During this time he worked for a regional wealth management firm, an experience that led him to concentrate his studies on completing the classes required to sit for the Certified Financial Planner exam, which he passed in November of 2017. Alex holds the Life & Health Insurance licenses in Kentucky, along with the FINRA Series 7 & 66 investment licenses. Alex develops personal financial planning analysis for clients as well as developing investment recommendations and implementation. Alex enjoys finding places around the city to check out the local music scene and visiting the family farm where he grew up in Breckinridge County.

 
Penny Siedlecki Tucker

Penny Siedlecki Tucker

Insurance Operations Associate

Penny has been with Northwestern Mutual since August 1989.  Penny works with Matt and his team as a pre-underwriting liaison to expedite the underwriting process.  She holds her Life and Health license. 

 

Matthew L. Allen

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck