Our Team

Allie’s love of math and putting people first brought her here—where commissions aren’t part of the equation.

Though she first wanted to be an astronaut, Allie’s proclivity for mathematics and care for others made choosing a career in wealth planning a natural fit. Allie believes there’s more to her career than numbers alone. As part of the Wealth Planning team, she helps her clients prepare their assets for pursuing their passions and works to bring a little joy and humor to every relationship.

She won’t sugarcoat her financial advice, but Allie would prefer if everything else were coated in sugar—the three “emergency” gallons of Bluebell ice cream in her freezer prove it. When she isn’t in the office, Allie loves home decorating projects and spending time with her husband, two sons, and puppy.