As an experienced Financial Advisor and partner, Allison builds custom financial solutions, guiding our Continuous Service clients through the many changes life brings. Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life. She has extensive experience working with the retirement and employee benefits packages of local universities and companies in Research Triangle Park.
In addition to working with clients, Allison is also passionate about financial education and empowering women in finance. She currently serves on NAPFA’s South Region Board as the Academic Outreach Coordinator. Through this role she communicates with university financial planning programs to introduce and encourage students to pursue fee only financial planning as a career. She has volunteered with many financial education initiatives including:
- Serving as a WIN Advocatefor the CFP® Board,
- NAPFA and Kiplinger’s “Maximize your Money” Events
- Building Homes for Heroes
You will hear her as a guest contributor on the Financial Symmetry podcast, offering specialized financial planning advice for women. She also enjoys writing blog posts that address complex financial topics in a relatable way, often infusing humor and relating financial situations to her favorite sitcoms:
Allison grew up in Charlotte, NC before attending NC State University. She credits her parents for instilling her with a strong work ethic and modeling responsible spending habits. After completing her degree at NCSU, she worked in an assisting advisory position while studying through the CFP® coursework.
She and her husband Jason have two sons, Ryan and Sebastian. Her other interests include health and fitness, traveling, and soccer. A lifelong soccer player, Allison is a “Soccer Mom” in every sense of the word, continuing to play in Triangle adult leagues and shuttling her kids to practices and games on evenings and weekend.
919-851-8200 ext. 201