Professional photo of Koss Allen.

As an adult, I have donated my hair to Wigs for Kids on two separate occasions. I enjoy seeing the joy that donations bring to the recipients.
Koss Allen
Manager, CFP®, CTFA®


I specialize in the ongoing administration of individual and family trusts and estates. This includes assisting families with financial consulting, fiduciary guidance, trust administration, and income tax planning to achieve their estate planning goals.

I enjoy building trusting and deep relationships with clients by offering a boutique approach to trust administration and holistic wealth planning. I enjoy watching families evolve and grow over time while providing ideas, solutions, and peace of mind along the way.

I earned my B.A. in finance from Michigan State University.

Outside of work, I enjoy skiing, spending time with family and friends and performing home improvement projects.