Michael Allegri AAMS®, MBA
- Managing Principal
Michael Allegri AAMS®, MBA
- Managing Principal
Focus
Michael Allegri is a Financial Advisor, Managing Principal, advising successful business owners and professionals. His clients receive investment, retirement and estate planning guidance, emphasizing personal client service.
Background and experience
There is no substitute for knowledge and experience when addressing the financial challenges of a closely held business. Mike Allegri is a financial advisor with Wells Fargo Advisors Financial Network. With more than 20 years’ experience as an entrepreneur and health care professional, he became a financial advisor to help solve complex financial issues, allowing the entrepreneur to concentrate on running their business. Investing is a serious venture and should begin with an approach intended at getting the investor closer to their chosen goal. This is why Mike works with his clients to develop an investment plan. A plan focuses attention on those actions that methodically moves the client closer to their objective. A plan is critical when investing. Mike is from Kansas City, graduated
Rockhurst High School, Kansas State University, obtained his MBA from Baker University and has been awarded the Accredited Asset Management Specialist designation by the College for Financial Planning.
Education
• Masters of Business Administration from Baker University
• Bachelors of Science degree from Kansas State University
Profession Recognition
• Accredited Asset Management Specialist
2008 & 2010
Previous Activities
• Health Care Financial Management Association
• American College of Health Care Executives
• Miami County Business Recruitment Committee
• Miami County Micro - Loan Committee
• East Central Kansas Micro - Loan Committee
• Kansas City Rowing Club
About Wells Fargo Advisors
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
Summer Kenney
- Marketing and Sales Associate
Summer Kenney
- Marketing and Sales Associate
Summer places a high value on being a life-long learner and recently graduated Summa Cum Laude from Entity Academy's Data Science program. She is currently enrolled in Missouri Western University’s MBA program with an emphasis on finance.
When she’s not working, Summer enjoys spending time with her three children. She is heavily involved in the local community and has a passion for the development and success of Saint Joseph. Summer is an aspiring playwright and published author and enjoys the Theatre both on and off stage whenever possible.
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Dale Rosenthal
- Chief Operating Officer
Dale Rosenthal
- Chief Operating Officer
Prior to joining Finteris Wealth Management, Dale held several roles in the industry, including 11 years with Wells Fargo Advisors as a Governance Manager and 7 years as a Financial Advisor. Drawing upon his past experience, Dale is able to assist our branch associates and clients with complex and unusual circumstances and ensure a pleasant client experience.
In their spare time, Dale and his family enjoy spending time boating at Lake of the Ozarks with family and friends. They also enjoy traveling to tropical locations and scuba diving new and exciting places.
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Contact
CONTACT INFORMATION FOR FINTERIS OVERLAND PARK
Office Address:Commerce Place 1, 7300 West 110th, 7th Floor, Suite 700
Overland Park, KS 66212
Local Phone:
913.980.5359
Fax:
816.259.3703
E-mail address:
[email protected]
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