Titus Allen, CFP®, MBA
Certified Financial Planner™
Titus has helped individuals and business owners pursue their financial planning goals for close to 20 years. He has a strong reputation in working with Findlay executive-level managers with deferred-compensation plans and stock options. He also enjoys high standing among business owners involved in complex financial situations.
Titus has a bachelor’s degree in legal studies from Cedarville University, and a MBA from The University of Findlay. Post-graduation, Titus also holds a Certified Financial Planner™ designation.
Titus lives in Findlay with his wife, Angie, and two children.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
With three decades of business financial planning and operations experience, Rodney’s success lies in partnering with self-employed individuals and early retirees that have unique benefit plans in Findlay. Rodney has series 6, 7, 63 and 66 registrations, and his curated approach focuses on understanding financial risk, investment strategies, wealth accumulation and retirement planning.
Rodney resides in Findlay, and has been married to his wife, Kate, for over 30 years. They enjoy traveling, biking and Fort Myers beach in Florida. They have one daughter, one son and three grandchildren.
Nicole has more than a decade of experience in the financial services industry. She offers a solid background in lending, business banking and treasury management for commercial and public fund clients. Nicole focuses on working with agricultural families and helping women in need of financial guidance during important life events. Teaching financial literacy and understanding, especially to youth, is her passion.
A graduate of Bluffton University, Nicole volunteers with the United Way of Hancock County and other local organizations. She is the president of Hancock Youth Leadership, and treasurer for the Hancock Leadership Alumni Association.
Nicole and her husband Andy live on their family farm in rural Hancock County with their three children.
Director of Client Experience
Leah's focus is establishing and optimizing policies, procedures and overall agency structure to allow for optimal client experiences. Her background includes client relationships in a variety of industries, such as jewelry, health care, automotive, non-profit work and insurance marketing.
A graduate of the University of Toledo, Leah began her career as a marketing account manager with various agencies in northwest Ohio. Over the years, she has obtained outstanding skills and abilities to understand various industries, and to connect with their target audiences.
Leah lives in rural Fostoria with her husband, Ty, and two daughters.
Client Service Administrator
Marcy joined Allen-Kramp Wealth Management in 2022, bringing more than 25 years of financial experience to the team. She holds her Series 6, 63 and 65, as well as her insurance license. She has a passion for helping clients with their financial goals, while getting to know their individual stories.
Marcy is an experienced banker and started in the financial world after raising her two children who are now grown.
In her free time, Marcy enjoys attending church and spending time with her two grandsons in Florida.
To schedule an appointment for Rodney, Titus or Nicole, please call 567.250.9822.
Think we'd be a good fit? We'd love to meet you to learn about your financial goals and desires. We're located in the heart of downtown Findlay. Reach out if you'd like to know more.
Whether your need is for a retirement focused strategy, or a wealth building plan, we offer the services and expertise to build and protect your assets through comprehensive, personal-based plans.
As an independent firm, we prioritize avid listening to ensure that your goals and wealth can be easily preserved, upheld and enjoyed now and in the future.
Photos courtesy of Visit Findlay & Pahl Photography, LLC.