Allen In Action

  Mike is the CEO of North Texas Wealth Management and was named by D Magazine as one of the best financial planners in 2020*. He is the author of Saturday Everyday: 9 Simple Steps to Live Your Best Financial Life and is considered an expert in values-based investing. Mike is renowned for uncovering his clients’ true motivations and habits around financial decision-making. Mike has been with the firm since 2003 and purchased it with his business partner in 2010; he and the advisors at North Texas Wealth Management have grown brokerage and advisory assets from $160M to over $500M as of August 2020. mike@ntxwealth.com The Values Exchange Podcast