The Legacy Group Planning Team
About Us
Pay It Forward

Kim Jeffrey Allen
Founding Partner
Kim Jeffrey Allen
In 2008, Kim Allen, along with Scott Allen and Tim Smith, founded Legacy Group Planning to help members navigate their financial futures with a focus on their specific needs rather than promoting a brand.
Motivated by the 2008 financial crisis, Kim pursued a career in finance, viewing it as a service to others. With extensive entrepreneurial experience since 1994, he has supported numerous businesses and individuals across various sectors, including agriculture and industrial tools.
Kim studied business management at BYU Idaho, where he met his wife, Jenny; they married in 1993. He grew up on a farm in Delta, Ohio, which instilled in him a love for a simple lifestyle and rural living.
Family is a top priority for Kim and Jenny, who have three children and a standard poodle named "Sig." While he has received many awards, his greatest pride lies in his family.
An active individual, Kim enjoys off-roading with the Glass City Crawlers, participates in shooting sports, and is a licensed amateur radio operator. He has also served his church community in Argentina during his youth.
Described as loyal, approachable, and knowledgeable, Kim advocates for justice while cherishing his family, faith, and country.

Tim Smith
Founding Partner
Tim Smith
Tim, a beloved Northwest Ohio native, has been happily married to his darling Dawn since September 1988. Together, they’ve raised two amazing daughters and now delight in the joys of their many cherished grandchildren! After a remarkable career spanning nearly 40 years in business, Tim, nearing retirement, continues to share his wisdom by consulting and helping folks make wise financial decisions as a trusted Investment Advisor Representative. With his warm, heartfelt approach, he’s a proud member of the National Ethics Association, a valued part of the Better Business Bureau, and a licensed insurance agent, always eager to guide families toward a secure future.

Scott Allen
Founding Partner
Scott Allen
Scott, a distinguished professional from Northwest Ohio, is renowned for his approachable and trustworthy demeanor, making him a valued ally to clients and colleagues alike. He met his wife, Marsha, at church, and they have been happily married since July 1989. Together, they have raised six wonderful children—three sons and three daughters—and they continue to welcome grandchildren to their growing family. With over 30 years of expertise, Scott excels in guiding individuals and families through complex financial, medical, and estate planning decisions. Recognized as a top performer in the financial and insurance industries, he is a "Green-Line" account expert and a licensed insurance agent. Scott’s commitment to integrity is evident through his approved membership in the National Ethics Association and his affiliation with the Better Business Bureau. As a dedicated retirement consultant, he provides tailored solutions to secure clients’ futures with precision and care.

Evan Allen
Safe Money Specialist
Evan Allen
Evan Allen joined Legacy Group Planning in 2019 as a skilled specialist committed to protecting clients’ retirement assets. Raised in the business founded by Kim, Scott, and Tim, Evan’s deep-rooted passion for financial security has shaped his distinguished career, establishing him as a trusted and approachable advisor.
Known for his warm, friendly nature, Evan builds lasting, authentic relationships with clients, making their retirement planning both effective and enjoyable. He takes pride in Legacy Group’s grounded, client-focused team, which simplifies complex financial decisions. By listening closely to clients, Evan crafts personalized solutions that meet their unique goals, earning their trust and respect. His colleagues admire his creative problem-solving and expertly designed spreadsheets, while playfully noting his frugal tendencies and love for sharing lighthearted humor. As an Eagle Scout, Evan brings integrity, leadership, and a service-driven mindset to his professional and personal life.
Outside of work, Evan treasures time with his wife, Samantha (lovingly called Sammie), and their two sons, Vincent and Desmond, with the joyful anticipation of welcoming another baby to their growing family. An avid reader and passionate fan of football and basketball, Evan also cares for a boa constrictor, whose affectionate “hugs” mirror his own welcoming spirit.

Ethan Allen
Safe Money Specialist
Ethan Allen
Ethan, a proud son of Northwest Ohio, brings a dynamic blend of discipline, expertise, and charisma to his professional endeavors, shaped by his service as a United States Marine Corps veteran. Since tying the knot with his high school sweetheart, Cheyenne, in a heartfelt ceremony in February 2016, the couple has built a vibrant life together, filled with love, laughter, and the boundless energy of their spirited dogs. When he’s not strategizing for his clients, Ethan can be found enjoying lively gatherings with friends and family, always bringing his signature warmth and enthusiasm to the table.
As a distinguished "Green-Line" account expert, Ethan leverages his deep financial acumen to guide clients toward secure and prosperous futures. His role as a Retirement Consultant and Licensed Insurance Agent is underpinned by a steadfast commitment to integrity, earning him esteemed memberships in the National Ethics Association and the Better Business Bureau. Ethan’s approach is anything but stuffy—he infuses his work with a refreshing sense of humor and relatability, making complex financial planning feel approachable and engaging. Whether he’s crafting tailored retirement strategies or sharing a lighthearted moment with a client, Ethan’s professionalism shines through, balanced by a genuine passion for helping others achieve their dreams.

Andrew Pieracini
Safe Money Specialist
Andrew Pieracini
Andrew, a seasoned financial professional based in Northwest Ohio, brings over 25 years of expertise in guiding individuals and families through critical financial decisions. As a dedicated Income Planning Specialist and Investment Advisor Representative, he is committed to delivering tailored strategies that prioritize his clients’ long-term financial security. Andrew is a licensed insurance agent and a proud member of the National Ethics Association and the Better Business Bureau, reflecting his unwavering commitment to integrity and excellence. Married to Michelle since June 2001, they are raising three sons and one daughter, with Andrew actively involved as a coach for their sports teams, demonstrating his leadership and community engagement. His professional credentials and family-oriented values make him a trusted advisor for those seeking sound financial guidance.