Caradoc Crandall is a financial advisor with Allen Financial Partners holding a Series 66 credential and three years of industry experience. He has worked at multiple firms, including Lane Brothers Investment Counsel and Avantax Investment Services Inc. Outside of his advisory role, Crandall is involved in tax and accounting services through his roles with CPA Tax Service PLLC, Prestige Wealth PLLC, and Crandall Tax Consulting PLLC. Allen Financial Partners is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and charitable foundations. The firm offers discretionary investment management, financial planning, and pension consulting while employing strategic asset allocation and third-party model portfolios.

Cassander Crandall is a Series 65-licensed financial advisor at Allen Financial Partners with three years of industry experience. He is also the CEO and CPA of SC Audit & Accounting Solutions, a professional accounting firm. Crandall’s background includes roles at CWM, LLC, Lane Brothers Investment Counsel, Commonwealth Financial Network, and National Planning Corporation. Allen Financial Partners is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, charitable foundations, and pension plans. The firm offers discretionary investment management, financial planning, and consulting, including pension consulting and fiduciary services, and employs strategic and tactical asset allocation alongside long-term and value-oriented investment approaches.

Joseph Allen is a CFP® professional with seven years of industry experience. He is the principal of Allen Financial Partners in Prescott, AZ, and has previously worked at firms including Lane Brothers Investment Counsel, Edward Jones, and Wells Fargo. He is also licensed as an insurance agent, selling life, disability, annuities, and long-term care insurance. Allen Financial Partners serves individuals, high-net-worth families, retirement plans, charitable foundations, and pension plans by providing discretionary investment management, financial planning, consulting, and ERISA fiduciary services. The firm employs strategic and tactical asset allocation across multiple asset classes and is notable for its pension consulting, acceptance of ERISA fiduciary roles, and offering hourly financial planning and consulting.