Managing Partner

James Allen

James started his career with New York Life in July of 2014 as an advisor before transitioning to the Partner role in August 2014. Prior to New York Life James earned a Communications degree from the University of Oshkosh – Wisconsin.  He and his wife Tara moved to Dallas in 2001 to start a Real Estate Career in the DFW area.  James later joined the Financial industry in 2009 working with Northwestern Mutual where he was a perennial MDRT advisor.  Since joining NYL James has qualified for Gathering of Eagles, Top 50 Leading Partners award and was promoted to Sr. Partner in 2017.
James who grew up in Mequon WI, met his beautiful wife Tara while in college at a local establishment in Madison.  Tara grew up in Marshfield WI, and attended the University of Madison where she graduated with a zoology degree.  They have been married for 14 years and they have 3 wonderful kids, Mariah 10, Lila 8, & Bryce 5.   In their spare time they are either on the soccer fields supporting their kids, or as season ticket holders cheering on the Packers & Badgers.