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, formed Legacy Group Planning with the mission of helping members plan their financial futures with as little confusion as possible. They joined forces to create an organization to offer financial and insurance products based on the needs of members instead of promoting a brand.
The economic collapse of 2008 inspired Kim Allen to enter the financial industry. He believes his purpose in life is to be of service to others, and he knew his experience and entrepreneurship could make a difference. Knowing that he could help preserve what people have worked a lifetime to build allows him to sleep at night.
Kim Allen has always been self-employed and has a diverse professional background. He founded his first company in 1994. He has also assisted many businesses and individuals with financial matters for decades. And, over the years, he has been involved in agriculture, power generation, outdoor power equipment, and industrial tool industries.
Kim Allen attended BYU Idaho where he met my wife, Jenny, whom he married in 1993. His major was business management. He also enjoys "the simple life". He grew up in Delta, Ohio on a farm where his family owned a livestock yard. To this day, he still lives in Delta, out in the country next to a farm field.
When Kim Allen is not helping members, he enjoys spending time with his family. He and his wife are proud parents of three children – a son and two daughters. Everything they do revolves around their family. Although he has achieved many awards and accolades, his greatest achievement is his wife and children. They also have a standard poodle named “Sig", and a cat who primarily catches mice on the farm.
Kim Allen leads a very active life. He enjoys off-roading in their Jeeps! They belong to Glass City Crawlers and travel the country in search of new places to "wheel" their jeeps. Also, he enjoys shooting sports and collecting firearms. In addition, he is a "ham" radio operator and gives back to the community through his involvement with the local amateur radio club. Throughout his life, he has served as a minister to youth and adults in his church. Also, during high school and college, he spent two years in Argentina, ministering to the wonderful people there.
Kim Allen is described as loyal, friendly, and knowledgeable by those who know him. He stands up for what is right. And, he loves his family, God, and country.
Tim Smith
Founding Partner
Tim Smith
Tim was raised in Northwest Ohio. He and his wife Dawn have been married since September of 1988 and have two daughters and many grandchildren! Tim has nearly 40 years experience in business and assisting individuals and families with sound financial decisions. He is an Investment Advisor Representative. A member of the National Ethics Association. Member of the Better Business Bureau. Licensed Insurance Agent.
Scott Allen
Founding Partner
Scott Allen
Scott was raised in Northwest Ohio. He and his wife Marsha met at church and have been married since July of 1989. They are the proud parents of 6 children, 3 sons and 3 daughters and 3 grandchildren. Scott has over 30 years of experience in business and assisting individuals and families with financial, medical and estate planning decisions. Scott is recognized as one of the top performers in the financial and insurance industries. Scott is a "Green-Line" account expert. Approved member of the National Ethics Association. Member of the Better Business Bureau. Retirement Consultant. Licensed Insurance Agent.
Evan Allen
Safe Money Specialist
Evan Allen
Evan Allen joined Legacy Group Planning in 2014 as a specialist in protecting clients' retirement money. He grew up in the business that founders, Kim, Scott, and Tim started, and it was always something he wanted to do.
He enjoys helping members keep their hard-earned money safe every day. Evan loves building relationships with members, which makes working with them an enjoyable experience. He believes Legacy Group differentiates itself by having a down-to-earth team and keeping retirement simple for clients. Listening to clients helps him better understand their members' needs.
Those who work with Evan say he has good ideas and can create useful spreadsheets. His colleagues might also say that he is frugal and likes to crack jokes too much. He is also an Eagle Scout in the Boy Scouts of America.
When Evan is not helping retirees, he enjoys spending time with his wife Samantha whom he affectionately calls Sammie, and two sons Vincent and Desmond. Additionally, he enjoys reading books and watching football and basketball. He also owns a boa constrictor snake who really likes to hug people.
Ethan Allen
Safe Money Specialist
Ethan Allen
Ethan was raised in Northwest Ohio and a Marine veteran. He and his wife Cheyenne are high school sweethearts and have been married since February of 2016. They have two huskies and enjoy spending time with friends and family. Ethan is a "Green-Line" account expert. Member of the National Ethics Association. Member of the Better Business Bureau. Retirement Consultant. Licensed Insurance Agent.
Andrew Pieracini
Safe Money Specialist
Andrew Pieracini
Andrew was raised in Northwest Ohio. He and his wife Michelle met at church and have been married since June of 2001. They are the parents of 3 boys and 1 girl. Andrew volunteers in the youth program at his local church and coaches his sons' football and baseball teams. Andrew has over 22 years of experience in business and assisting individuals and their families with financial decisions. Andrew is an income planning specialist, Investment Advisor Representative. A member of the National Ethics Association. Member of the Better Business Bureau. Licensed Insurance Agent.