Herbert (Herb) F. Allen III started MainStreet in 1994 and serves as the CEO and President. Financial planning is a passion for Herb. He advises clients in the areas of wealth management, executive business planning, personal strategic planning with a focus on retirement planning, and the design of estate and legacy planning.
Herb is committed to providing clients with financial education and a variety of products and services that can help them build a secure future and help then plan for and achieve happiness for a lifetime.
Degrees and Licenses
Herb has earned several advanced degrees including a doctorate degree in counseling from University of Chicago and a master’s in human services and clinical counseling from DePaul University.
Herb also holds licenses and certifications as a Certified Estate and Trust Specialist, Certified Tax Specialist, Chartered Retirement Planning Counselor, Registered Financial Consultant and Registered Financial Gerontologist.
Herb holds memberships in a wide variety of financial organizations, including the Financial Planning Association, the International Association of Registered Financial Consultants and the National Association of Christian Financial Consultants. He has also served as a state director of the Illinois Association of Insurance and Financial Advisors.
When Away from Work
Herb is an avid traveler and his top places to visit are Ireland, Hawaii, Key West and Colorado. He and his wife Pamela share the hobby of genealogy and they have fun visiting graves and former homes of Herb’s ancestors in several states and Ireland. They also enjoy attending performances and supporting the Rockford Wind Ensemble, Rockford Symphony Orchestra and the Music Academy of Rockford.
Best Part About the Job
The real reward of my life at MainStreet is centered in the opportunity to assist clients and their families to become the best stewards of the wealth in their lives. Often, it is not just wealth counted in dollars, but even more, in time best spent and in the increased sense of peace and calm from sound life management. When our clients report they have more time, less stress and a greater confidence in the financial wellness of their life, this is where I truly find my greatest peace.
Semper Fi (always faithful)
Interested in hearing more about Herb and his background?