Portfolio Manager

Tasha Allen

A strong desire to help people led Tasha Allen to her position at Buckingham Strategic Wealth. She strives to bring clarity to the complex world of financial planning to help clients find solutions for achieving their most important goals.

As a portfolio manager, Tasha oversees clients’ portfolio asset allocation and monitors account activity and investment opportunities. In fact, she most enjoys aligning clients’ asset allocations to help meet their financial plan and provide the peace of mind that comes with a well-thought-out wealth management strategy. The most satisfying part of Tasha’s work is helping to make a positive impact in clients’ lives.

She has worked in the wealth management industry since 2011 and joined Buckingham in 2014. Tasha holds the Series 65 securities license and graduated from the University of Missouri with a bachelor’s degree in business administration.

A resident of Glendale, Missouri, she enjoys spending time with family and friends, particularly outdoors.

Contact Tasha

Let's look at the big picture, together.