Matthew L. Allen

Matthew began his journey in financial services as a college intern with Northwestern Mutual in 2007 while attending Western Kentucky University. In 2012, he moved his practice from Bowling Green, Kentucky to Louisville, Kentucky, where he continues to serve clients today.

Matthew holds several designations, including the Wealth Management Certified Professional (WMCP®), Retirement Income Certified Professional (RICP®), and Certification in Long Term Care (CLTC®). His dedication to excellence has earned him recognition as a Forbes Top Financial Security Professional in 2022 and a Forbes Best-in-State Top Financial Security Professional in 2023 and 2024.

Beyond his professional life, Matthew has been married to his wife, Beth, since 2012. Together, they have two daughters, Lucy and Annelise. In his free time, Matthew enjoys traveling, exploring new restaurants, and cooking at home. An avid outdoorsman, he also loves hunting on his family farms, shooting sporting clays and playing golf.

Adam has been in the financial services industry since 2017 and joined Panoptic Planning Partners in 2022. As the Director of Planning and Investment Operations, he addresses complex financial planning, estate, tax, and retirement issues. He also
oversees the implementation of investment strategies and is a resource for the current state of the markets. Adam also serves as an Associate Wealth Management Advisor, working closely with medical professionals and individuals in all stages of their career. While at his previous employer, he gained extensive knowledge in  business valuations and due diligence analysis for M&A. He is a CFA® Charterholder, Certified Financial Planner (CFP®) and has passed the Certified Public Accountant (CPA®) exam.

Adam attended Bellarmine University, where he met his wife Sam. They have been happily married since 2020 and had their first child in 2024. Together they enjoy exercising and adventuring with their son and two golden retrievers.

Michael joined Panoptic Planning Partners in 2023, bringing with him four years of experience in the financial services industry. He focuses on developing financial planning strategies and investment solutions for clients. Specifically, Michael:

• Evaluates retirement accumulation and distribution planning strategies.
• Analyzes existing investment portfolios and identifies potential areas to increase efficiency.
• Builds custom financial plans.
• Reviews life insurance and disability insurance planning strategies.

Michael graduated from the University of Kentucky with a double major in Finance and Economics. He has passed Level I of the CFA Program and is a candidate for Level II. He holds Life and Health Insurance licenses in Kentucky and is securities licensed.

Michael is a UK football season ticket holder and enjoys all things UK Athletics. Outside of the office, Michael enjoys taking trips with friends and family.

Preston joined Panoptic Planning Partners in 2023, bringing with him four years of experience in the financial services industry. As a Service and Operations Associate, he assists new clients with the onboarding process and maintains strong relationships for our existing clients. He will be your go-to resource for:

• Overseeing new client onboarding.
• Managing service requests for our clients.

Preston graduated from the University of Kentucky with a double major in Finance and Business Management. He holds Life and Health Insurance licenses in Kentucky, is securities licensed and has recently enrolled in the Certified Financial Planning curriculum.

Outside of the office, Preston enjoys spending his time with friends and family. He is an avid Kentucky Wildcats fan and a passionate golfer. If you have a golf course recommendation, Preston would love to hear it.

Sarah joined Panoptic Planning Partners in 2020 and brings nearly two decades of expertise in the financial services industry. During her tenure with Panoptic Planning Partners, she has served as the Director of Operations and is now the Director of Client Experience. As the Director of Client Experience, Sarah:

• Manages scheduling.
• Acts as a liaison for client engagement and communication with Matt.

Outside of the office, Sarah enjoys spending time with her husband, Andrew, and their three children. When she is not coaching her kids’ sports teams, you will find her in the gym, out for a bike ride, or at the lake.

Will began his journey in financial planning as an intern at Northwestern Mutual while completing his degree from the University of Kentucky in 2021. After graduation, he established his practice in Evansville, Indiana, close to his hometown of Henderson, Kentucky.

Inspired by his late father’s 20-year career in the financial services industry, Will chose to follow in his footsteps. Will takes a comprehensive approach to financial planning, aiming to empower clients to live comfortably today while feeling confident and secure about their future. He believes in building strong relationships and providing personalized strategies that align with each client’s unique goals and aspirations.

In his spare time, Will enjoys being outdoors. As an avid outdoorsman, he loves hunting and playing golf with friends and family, embracing the balance between professional dedication and personal fulfillment.

Nick is a recent graduate of Kentucky Wesleyan College and has been in the financial services industry for nearly a year. He was inspired to follow in the footsteps of his late father, who influenced countless lives during his 20-year tenure in the industry. Witnessing firsthand the importance of his father’s work deeply motivated Nick to pursue a career in financial planning. He currently operates his practice out of Evansville, Indiana.

Nick’s mission is to inspire confidence and foster growth for his clients, helping them understand that their goals are well within reach. Through personalized financial planning, he is dedicated to continuing the legacy of positive impact that has defined his family’s journey in the industry. 

Residing in Henderson, Kentucky, with his fiancée Isabel, Nick balances his professional pursuits with an active lifestyle. Together, they enjoy playing pickleball, hunting, and golfing.