Financial Advisor
.Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
Dustin is married to his amazing wife, Emily, and he is a proud father to two sweet little girls. Originally from Oklahoma, he moved to North Texas in early 2017. Dustin and his family love to spend time together riding bikes, fishing at his parent’s lake house, volunteering/serving at their church, and enjoying quiet nights at home. (That last one can be hard to pull off with two littles.)
Dustin has an extensive background in local church ministry and theological studies. He is able to draw on that knowledge to help people pursue biblical stewardship while working to reach their goals. Because of his heart for stewardship and helping people, it was a no-brainer for him to join Thrivent and continue to serve people, steward resources, and help turn dreams into reality.
At Thrivent, he is able to provide personalized financial guidance in all stages of life.
I’m Dustin Allen, and I am a Financial Advisor with Thrivent. After about a decade serving the local church in various capacities, I was called into a new industry and career with a renewed sense of purpose, dedicating my day-to-day in helping others view stewardship in a different way.
I am at Thrivent because I believe that I can make a real impact in individual's lives through their finances. I know first-hand the feeling of intimidation and confusion that the financial industry can place on people. I’m here to help big, scary dreams turn into steps and plans that become reality.
I proudly work with individuals, families, pastors, churches, small businesses, and non-profits helping each one sow seeds for their respective financial futures.
Emily is Dustin's wife, Insurance Associate, and Client Services Administrator. She wears many hats and helps keep Dustin's calendar running smoothly. She is also a work-from-home Mama to their two toddler girls, Nora and Lydia.
She has her B.S. in International Business from Welch College in Nashville and her M.B.A. from Oklahoma City University. She brings to the business a decade's worth of experience supporting executives as an Executive Assistant in OKC, as well as 7+ years of nonprofit leadership experience in Sales and Customer Success here in north Dallas.
She is excited to not only work with Dustin to help add new individuals to the business but also love and care for current clients and their families as well!
Due to scheduling demands, Dustin is currently booking all meetings in advance via Calendly.
If you would like to proactively reserve time on his calendar, please access Dustin's Calendly page here: Calendly - Dustin Allen
Connecting with Dustin is easy!
- Email him: dustin.allen@thrivent.com
- Text him: 972-737-9835
- Dive in & schedule a virtual or in-person meeting via Calendly
- Masters of Biblical Studies, Randall University
- Bachelors of Biblical Studies, Randall University (Formerly Hillsdale Free Will Baptist College)
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Arkansas(Insurance Lic. #20648338)
- California(Insurance Lic. #4328592)
- Florida
- Georgia
- Louisiana
- Minnesota
- Oklahoma
- Tennessee
- Texas
Insights
I saw this recommendation recently and wanted to get your thoughts:
50/30/20 budget:
50% Needs:
-Housing
-Utilities
-Insurance
-Groceries
-Healthcare
-Transportation
-Personal Care
30% Wants:
-Amusement
-Shopping
-Dining Out
-Subscriptions
20% Savings:
-Retirement
-Emergencies
-Investing
-Debt Pay-off
I’m interested to hear your thoughts.
What’s missing? What would you add? Anything you would remove?
Please don’t take this post as a suggestion. Budgets are personal. Be sure to talk with your advisor before locking in your percentages.
If you don’t have an advisor or want a second opinion, let’s talk.
Disclosures
thrivent.com/social
Office location
Allen Location
900 W Bethany Dr Unit 200
Allen, TX 75013
Phone972-737-9835HoursAllen, TX 75013
M – Th: 8 a.m. – 5 p.m.
Fri - 8 a.m. - 1 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations