As an experienced Financial Advisor and partner, Allison’s purpose is to help clients build lives of abundance today while creating a strong foundation for the future. She specializes in working with clients who are:
- Approaching or navigating the transition to retirement
- Focused on retiring with confidence and leaving an intentional legacy for loved ones and charitable causes
- Investors with $2 million or more in savings, retirement, and brokerage accounts
In addition to her client work, Allison mentors other advisors at the firm, leads the firm’s Advisor Book Club, and sponsors the firm’s partnership with 3rd Decade to promote financial literacy for the next generation.
Allison is also passionate about financial education and empowering women in finance and has volunteered with organizations including NAPFA and SavvyLadies, as well as serving as a WIN Advocate for the CFP Board.
Allison holds the Certified Financial Planner™ designation and is also a Certified Financial Transitionist® (CeFT®), earned from the Sudden Money Institute in 2022. The CeFT® combines financial planning with research in neurology, sociology, and psychology, equipping Allison to guide clients through both the technical and human sides of major life transitions — including divorce, loss of a spouse, sale of a business, retirement, and inheritance.
Allison is a regular guest contributor on the Financial Symmetry podcast, offering financial planning insights for retirees. Her most popular episodes include:
- The Evolution of your Emergency Fund
- How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy
- Developing a Retirement Withdrawal Strategy
Allison grew up in Charlotte, NC and attended NC State University. She treasures time with her husband, two sons, and family puppy. They live locally and are members of First Cary United Methodist Church. She’s active in the community sitting on their local YMCA Advisory Board and volunteering with the Young Men’s Service League. A lifelong soccer player, Allison still competes in a Triangle adult league — when she’s not shuttling her own kids to practices and games.
Unique Facts About Allison:
- Disney Fanatic
- Boy Band Enthusiast — particularly NKOTB
- Lifelong Minivan Driver
- First job was at Chick-Fil-A
