Financial Advisor Allan Crumes

Allan Crumes - CPA CFP®

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Allan Crumes - CPA CFP®

Allan Crumes is a Certified Financial Planner – CFP® in Louisville, Kentucky who has been working in the financial industry since 1978. Allan is a CPA who began his career in accounting, so he understands and works to educate his clients on the complicated estate and income tax laws pertaining to retirement distributions. The majority of Allan’s clients are retired or close to retirement, and he understands the importance of managing the significant cost of taxes. Allan considers himself to be a wealth mentor, providing oversight, guidance and coordination to each of his clients 

Check Allan Crumes's Background

Allan

Allan Crumes - CPA CFP®

Allan Crumes is a Certified Financial Planner – CFP® in Louisville, Kentucky who has been working in the financial industry since 1978. Allan is a CPA who began his career in accounting, so he understands and works to educate his clients on the complicated estate and income tax laws pertaining to retirement distributions. The majority of Allan’s clients are retired or close to retirement, and he understands the importance of managing the significant cost of taxes. Allan considers himself to be a wealth mentor, providing oversight, guidance and coordination to each of his clients 

Matthew Frey - CFP®

Matt Frey is a Certified Financial Planner – CFP® who has been serving clients in Louisville, Kentucky since 2002. Matt offers his clients estate, tax, retirement and investment management planning. He enjoys working with families to create a financial system that best works for them with the goal of helping them reap the benefits of properly planning for milestones that range from buying a car to funding retirement. As an independent advisor, Matt is able to offer his clients those products and services which are the best fit for their unique situation rather than a certain set of proprietary offerings. 

Check Matthew Frey's Background

Matthew

Matthew Frey - CFP®

Matt Frey is a Certified Financial Planner – CFP® who has been serving clients in Louisville, Kentucky since 2002. Matt offers his clients estate, tax, retirement and investment management planning. He enjoys working with families to create a financial system that best works for them with the goal of helping them reap the benefits of properly planning for milestones that range from buying a car to funding retirement. As an independent advisor, Matt is able to offer his clients those products and services which are the best fit for their unique situation rather than a certain set of proprietary offerings. 

Pamela

Pamela Rankin

William

William Dye

John

John Casconi - CPM

Greg

Greg Moore

Thomas

Thomas Harris

Jennifer

Jennifer Decker

Executive Assistant

Jennifer has been working with Allan Crumes and Matt Frey since 2005. She brings nearly three decades of financial administration experience to the table, having spent 15 years at LG&E, first as an accounts payable clerk and later as an inventory accounting clerk. Jennifer has also worked as a software educator at Ford while employed with Jefferson Community & Technical College. She is a valuable part of the team, assisting with business processing from account preparation to follow through as well as working with compliance and client scheduling. Jennifer holds her Bachelor of Science degree in Sociology from the University of Louisville.

 

Jennifer

Jennifer Decker

Executive Assistant

Jennifer has been working with Allan Crumes and Matt Frey since 2005. She brings nearly three decades of financial administration experience to the table, having spent 15 years at LG&E, first as an accounts payable clerk and later as an inventory accounting clerk. Jennifer has also worked as a software educator at Ford while employed with Jefferson Community & Technical College. She is a valuable part of the team, assisting with business processing from account preparation to follow through as well as working with compliance and client scheduling. Jennifer holds her Bachelor of Science degree in Sociology from the University of Louisville.

 

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Allan Crumes is an independent contractor of Money Concepts
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