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, MBA, CFP®, RICP®

Associate Financial Advisor

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. Along with being a CERTIFIED FINANCIAL PLANNER™, Alex is also a Retirement Income Certified Professional and holds the Life & Health Insurance licenses in Kentucky, along with the FINRA Series 7 & 66 investment licenses.

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.  

Alex develops personal financial planning analysis for clients as well as developing investment recommendations and implementation. 

 
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. 

 
B Kyle Lawley

B Kyle Lawley

Associate Financial Representative

Kyle grew up in rural Alabama, but moved to Tuscaloosa to attend the Univeristy of Alabama, where he graduated in 2014. It was at UA and in his working life there that he met his wife Brittney, whom he married in 2013, and where they had their first son, Ben, two years later. Kyle was first introduced to Northwestern Mutual by a local advisor, Jon May. Jon first made the Lawley's clients, then he hired them! Kyle joined the Northwestern Mutual team in Tuscaloosa in June of 2016.

In October 2019, Kyle joined Matthew's team as a client specialist and he moved the family to Louisville. Kyle holds the Life and Health Insurance licenses in multiple states and is preparing himself for another decade of schooling to become a credentialed asset to Mattthew's practice.

In their free time, Kyle and Brittney enjoy tasting all of the local restaurants and day-dreaming about food all over the world. Kyle also enjoys occasionally playing board games, video games, and role-playing games.

 
Holly L Thompson

Holly L Thompson

Associate Financial Advisor
Office 502-708-4603

Holly joined Northestern Mutual in January of 2013 and later joined Matt's team in late 2018 bringing over 20 years of financial services experience with her.  She is licensed in health and life insurance and holds her FINRA Series 6 and 63 licenses.  She is a Louisville native, Business Management graduate from Indiana Wesleyan University, an avid University of Kentucky sports fan, and enjoys cycling.

Holly assists Matt and the team with insurance and investment operations, applications, case prep, customer service, and scheduling.  

  

 

Matthew L. Allen

Financial Advisor

 

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