Focus
Michael Allegri is a Financial Advisor/Managing Principal, advising successful business owners and professionals. His clients receive investment, retirement
and estate investment 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

Professional Certifications
• Accredited Asset Management Specialist

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 20 years, Wells Fargo Advisors Financial Network, 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. As of January 1, 2020, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,320 owners and advisors in 602 practices administering over $125 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, a separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company. wfafinet.com

Michael Allegri, AAMS®, MBA
Managing Principal
3715 Beck Rd. Building A, Suite 102 | Saint Joseph, Missouri, 64506 Phone: 816-233-8021 | Fax: 816-259-3703
[email protected]
https://www.fa.wellsfargoadvisors.com/mike-allegri/

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member FINRA/SIPC a registered broker dealer and non bank affiliate of Wells Fargo and Company. WFAFN uses the trade name Wells Fargo Advisors. ©2017 Wells Fargo Clearing Services, LLC (WFCS, LLC). All rights reserved.

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Summer works closely with Financial Advisor Michael J. Allegri striving to provide consistent and top tier service to clients. Summer has always enjoyed working with people and has over fifteen years’ experience in the customer service and marketing industry. She has a lot of appreciation for the relationships she builds with clients and prospects and works hard to help ensure that they are well cared for. 

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 was born and raised in St. Louis and in 2005 he and his family moved to Lake of the Ozarks.  Dale and his wife Tammy and their son Nicholas have made Lake of the Ozarks their home ever since.  As Chief Operating Officer for Finteris Wealth Management, Dale utilizes his 27 years of industry experience to ensure that all operations at the company run smoothly and efficiently. 

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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