Since earning the CFP® designation in 2007, Allison has enjoyed working with clients to provide custom financial strategies to help them achieve their goals.
In addition to working with clients, Allison is also passionate about financial education, volunteering with NAPFA’s “Your Money Bus” campaign and speaking to local college students about the benefits of investing early and often.
Allison is an active member of NAPFA, the Financial Planning Association, and FPA’s Nexgen, and she has been quoted in Investment News.
Allison grew up in Charlotte, NC before attending NC State University. After completing her degree at NCSU, she worked in an assisting advisory position while studying through the CFP® coursework.
She and her husband Jason are active members of NC State’s Wolfpack club and enjoy attending football games and staying connected to the University.
They welcomed their first child, a son named Ryan, in 2011.
Her other interests include health and fitness, traveling, and soccer. A lifelong soccer player, Allison continues to play in Triangle adult leagues and participate in tournaments a few times a year.