Our Team

The Allen Financial Group is determined to provide exemplary advice, education, and customer service; and simultaneously focus on business development. We will seek clients for whom we can become an advocate for every major life decision. Whenever a client is in need, we hope to be their first contact for trusted advice and assistance. If life is all about who you know, it could be beneficial to know us.

James A. Allen

Owner & Financial Adviser

Jim founded AFG in 1997 with the sole thought of making the people's lives that he touches financially superior. He enjoys all aspects of his business from the young professional just starting, to the retired individual, planning the enjoyable phase of life. Jim loves his two grandchildren and spends as much time with them and his wife Nancy as he can. They live in South Windsor, CT, but you can be sure to find them by the shore or on the water during the warmer seasons.

Jenilee Wirtz

Financial Services Professional

Jenilee Wirtz has been in the insurance & financial industry since 2009. Her focus is to help clients improve their financial wellness by planning for tomorrow but remembering to live for today. She believes that balance is key. She and her family live in Clinton, CT and enjoy weekend fun on the water.

Jade Adams

Administrative Services Manager

Jade enjoys the close-knit office environment and the opportunity to help people at the Allen Financial Group. Their values closely align with her passions, making it a great fit. She has the most fun spending time with her younger brother and sister, exploring new places with friends, and being outside; especially on a warm summer day with a great book. Jade looks forward to developing her future in this industry.

Angelica Banning

Client Relations Executive

Angelica solidifies the first impression of the Allen Financial Group. She is a Westfield State Alumni who learned her team approach on the softball field. She is hardworking, efficient, and strives to provide the best assistance that can be offered. Angelica lives in West Suffield, CT. where she helps her parents tend to the animals on their farm.