Yohan Allender CPA, CFP®

Yohan Allender CPA, CFP®

Vice President of Client Services

Yohan Allender joined EagleStone Tax & Wealth Advisors in January 2020. As Vice President of Client Services, his focus is on business development and ensuring the experience of EagleStone clients remains second-to-none. Additionally, Yohan provides support to our Tax and Accounting practice, and heads the EagleStone mentoring program.

Yohan grew up in Miami, FL and moved to Severna Park, MD in high school. He lettered in Track and Tennis and spent his summers working at the Annapolis Mall, visiting Ocean City, MD and traveling to Miami regularly before attending the University of Maryland. During his time at UMD, Yohan ran track and obtained a B.S. in Economics and Industrial Psychology and an MBA with a focus in finance.

Yohan currently lives in Kentlands, MD with his wife, an elementary school teacher, two daughters and their Boston Terrier, Buster. Yohan spends much of his time enjoying fatherhood, but also like to cycle and golf when he can. He is a big supporter of efforts to conserve the Eastern Shore habitat and is involved in the annual Salisbury University Seagull Century bike ride. He supports No Kid Hungry and various other community-based charities and organizations.

emailicon

footerlogo

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Click here to learn more about our Privacy Policy and Information Security Program.

Click here to for additional disclosures

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2023. All rights reserved.