About Us

“From a very early age, I’ve known that my calling in life is to protect and serve the vulnerable in our society and I feel blessed to do that every day.”

Brad is a fifth-generation Seattleite who has been in the financial services industry for over 27 years. When he started The Allan Agency in 2019, Brad had the goal to help as many people as possible. His personal production totals over 3,500 families served. Brad takes pride in his commitment to his clients. He is intently genuine in listening to his clients and providing financial strategies that will help clients achieve their retirement goals while preparing them for a higher degree of financial safety.

“I am humbled and blessed to be able to help our clients with their financial futures.”

Patty joined The Allan Agency team in the summer of 2019 and assumed the role of VP of Finance & Operations. Her expertise includes 35 years in management with a focus on mergers and acquisitions, turnarounds, and alignment of cost with existing revenues across many Fortune 500 companies.

Faith and family are most important to Patty, and what she most enjoys about her role is helping to inspire, lead, and direct aspiring entrepreneurs to reach their full potential. On a personal note, she is a dedicated wife, stepmother of two, and enjoys being a fur baby mother to her Maltese, Mugsy.

“My passion is helping people through all of life’s stages, including physically, financially, and spiritually. What a blessing to be alive and in this role.”

Elitza is a licensed insurance agent who joined The Allan Agency in 2023 with a deep-seated passion for her field and a relentless commitment to clients. Born in Bulgaria and raised in Arizona as a first-generation immigrant, Elitza brings an innate talent for fostering continuity and synergy within the team and our clients. She enjoys honing her abilities within the agency, bringing professionalism and efficiency to all her efforts. Beyond the office, Elitza loves listening to music, spending time outdoors, and nurtures her well-being through the practice of yoga.

“I find great pleasure in building lasting relationships and ensuring that each client’s financial well-being is nurtured with the utmost care and expertise.”

Lindsay has worked closely with the agency for over four years and specializes in client relations and administrative support. She finds great joy in building relationships with, and being of service to, our amazing and loyal clients. Lindsay is a mom to a witty and funny 13 (going on 30) year-old boy. Lindsay has a strong appreciation for art, music, and connecting with nature.