Wealth Management Analyst
As an Analyst, Allison provides research and analysis for both private clients and retirement plans. Additionally, she helps coordinate the implementation of the strategy and tactics that deliver a premium client experience.
Allison began her financial career in 1999 and joined Anderson Financial Strategies in September of 2018. She has nearly 20 years experience working with retirement plans, from service and sales to project management. Allison is excited to team with the fiduciary and service oriented advisers at Anderson Financial Strategies.
In her personal time, she has volunteered as a Court Appointed Special Advocate while living in Columbus, OH and cooking meals for Catholic Charities of Tennessee while living in Nashville, TN. Allison is back in her hometown of Dayton, living in Kettering with her husband Aaron and sons Alex and Owen where her favorite hobbies are cooking, reading good books, and watching terrible television.