Kathy Allen

Client Service Associate

“Ed is how I landed here,” she says, “but why I have stayed here is that Verus is the most welcoming, caring place I’ve ever been — both for the people who work here, and those we serve.”

That’s a feeling that translates into the way clients are treated — honestly, friendly, and with respect. “The firm does everything they can to make taxes or financial planning a wonderful and welcoming experience for them,” says Kathy, a graduate of Penn State.

Kathy and her husband, Jeff, raised two kids and enjoy traveling and exploring the outdoors (it’s how their daughter wound up a student at the University of Maine).

“Coming back to work has been a transition, but it has been great,” Kathy says. “I was ready to spread my wings, and Verus has really helped me do that. I didn’t realize how much I would love coming back to work. They are amazing people.”

Each of us at Verus Financial Partners is here for you and your family. Realize your retirement goals with strategic, well-organized financial plans.