Professional

For over twenty years, Allen Wilhoit along with a network of Specialists has worked with families and businesses, helping leaders manage risks relating to the health and financial security of their members.

Allen currently helps business leaders implement incentives for the recruitment, retention and succession of top quality executives and employees.  He advises companies on applying innovative products and low net cost services for the wellbeing of employees.   He works with Specialists from Strategic Employee Benefits Services, who manage the design, communication, and implementation of national and local benefit plans in a spectrum of industries, from manufacturing to banking.

After college, Allen first served as an officer in the Tennessee National Guard followed by nine years of financial and audit work in three cabinet level departments in Washington, D.C.  He concluded national service as an assistant finance director where his analysts controlled the central accounting, payroll and human resource systems for the U.S. Justice Department.  Moving back to his native Tennessee in 1986, Allen built the audit division of the Tennessee Valley Authority before starting to build his private practice in financial services and employee benefits.

As an experienced financial advisor, Allen educates clients in the areas of estate, retirement and financial planning by using a personal planning analysis process to identify needs and provide a tailored comprehensive plan.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Allen Wilhoit.

Associations and Memberships

• Knoxville Association of Insurance and Financial Advisors, a past Director
• American Institute of CPA's, Member 
• Tennessee Valley Human Resources Association, Member
• Knoxville Estate Planning Council, Member 
• Northwestern Mutual Association of Financial Representatives, Member
• HealthCare 21 Business Coalition - Endorsed (Health Benefits) Broker 
• Tennessee Society of CPA's, Member of The Financial Institutions Committee
• Greater East Tennessee Better Business Bureau, Member in good standing

*Note: Certified Public Accountants are required by law in Tennessee to disclose to clients commissions they directly or indirectly are to receive related to goods and services provided to those clients.

Strategic Employee Benefit Services™ is a nationwide group marketing program providing specialized services in the employee benefit arena exclusively through the Northwestern Mutual Financial Network.

Years of Experience

I have been a Financial Representative since 1988.

Education