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Allen Warchol

President - Investment Division

Allen Edward Warchol graduated from the University of North Texas in 1999 with a bachelors degree in Finance. Allen has been in the financial services industry for 24 years.  Allen previously worked in the high-net-worth division at Bank of America where he gained an array of experience in Retirement income growth, Tax Efficiency, Income Planning, as well as Wealth and Estate Planning. For the past 24 years Allen has been assisting families and business owners grow their nest egg while protecting their assets and reducing taxes as much as possible through different tax mitigation strategies. Allen is the President and Founder of The Ascension Group.  His consultative approach consists of meeting with clients to diagnose their largest needs and services range from Estate Planning (Legal Services), Tax Mitigation and Financial growth strategies. Once he determines the largest need he’ll bring in one of his specialists to address that need solely until it meets a standard of satisfaction.  Then he methodically will go down the list of items that need financial attention in the client’s request. Allen and his wife Carmina have 2 daughters, Juliana and Marisa.  In Allen’s free time he enjoys exercising in CrossFit, travelling, and playing golf.

 

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