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Allen J. Mahnke (A.J.)

Allen J. Mahnke (A.J.)

Personal Wealth Advisor, Lead Portfolio Manager and Account Transactions Specialist

A.J. has been a member of the WealthPlan team since 2013, providing deep expertise in portfolio management and handling movement within accounts.  In addition to his focus on investment research and methodology, A.J. has a keen interest in helping our clients achieve and maintain financial independence. 

When not researching investments, you can find A.J. at the curling club, riding his motorcycle, or spending time with his wife and son.