Julie & Jon bring a combined 50 years of combined business experience to the greater Palm Springs area. Our unique backgrounds cover residential and commercial real estate transactions, real estate loan management, real estate investments, commercial real estate development, and financial and tax expertise. Truly committed to helping their clients achieve their goals, the Allen Group delivers Solutions for You!
Allen Group’s success is built upon a foundation of basic principles; 1) Show Up – provide customer centric service; do what you say you are going to do; 2) Professionalism in manner, dress and conduct; 3) Knowledge of the industry, communities and property inventory; 4) Do whatever it takes to get the deal done; 5) Communicate, communicate, communicate.
As a certified public accountant, Jon brings a wealth of financial knowledge and integrity to your service. He is a leadership executive with in-depth experience in fast paced environments leading diverse business and operational teams. Irrespective of the size of the transaction, Jon’s approach is the same: attention to detail; ensure desires and objectives are met; and, obtain the highest return on investment possible for their client.
Prior to moving to the United States from Canada, Julie was responsible for over $500M in private loans held by a private equity lender. She brings more than 20 years of finance, securities & real estate investment experience, including supervision of investments of a syndicated real estate investment loan portfolio. Post-secondary education includes Business administration (accounting & finance), Langara University, (Vancouver, Canada), Business Admin, (management, General Management at Northwest Nazarene University (Nampa, Id). As a Canadian Julie can assist her fellow Canadians in navigating their US real estate transactions which is quite different than those they have undertaken at home.
When not servicing their clients you will find Julie and Jon engaged in one of their many personal pursuits. They are avid travelers, exploring cities for out-of-the-way bistros, and exploring the smaller hamlets in Europe. Having a passion for cooking and different cuisines, Julie loves to entertain in their home. Jon’s interest lies in his newly discovered talent in oil painting, with the desire to paint the backstreet scenes of Barcelona one day on one of their future visits. While in the Desert you may find them playing golf, hiking trails, or enjoying happy hour at one of the many fantastic restaurants that the Palm Springs area has to offer.
Professional Associations include: Member, Palm Springs Regional Association of Realtors, California Association of Realtors and National Association of Realtors, Resort & Second Property Specialist, Keller Williams Luxury Homes International, and Keller Williams Global Property Specialists and the American Institute of Certified Public Accountants.
We are dedicated to finding the right Solutions for You!