Allison has over ten years of experience in financial services. With a strong background in financial planning and a passion for helping clients achieve their financial goals, she brings a wealth of knowledge and experience to her client relationships. She holds an MBA and multiple professional designations, which enable her to provide comprehensive and tailored financial advice to clients from a variety of backgrounds and situations, whether they are planning for retirement, managing investments, or navigating complex financial situations.

Allison prides herself on being highly accessible to her clients and believes in building long-term relationships based on trust and mutual respect. Outside of work, she enjoys traveling, spending time with her husband Sam and their 3 dogs and 3 cats, and giving back to the community. These interests not only enrich her life, but also inspire her to help others achieve their dreams and make a positive impact.