Allison graduated with an MBA from RIT in 2006, and immediately began a career in client relationship management.
She did work for Verizon, and then moved on to help large clients at an insurance brokerage firm. There, she was in charge of communications and relationship management with some of the largest companies in the US.
Helping people find advantages and “out of the box” ideas using current tax and financial laws
Helping people that are nervous or anxious about financial planning feel confident and excited after one meeting
Being fortunate enough to have a very high level professional network that my clients can utilize; that includes everything from estate attorneys and tailors to mortgage lenders and experts in A.I.
Having a nickname that ensures that I need to be tough, resilient and always looking to improve (ask me what it is later)
In her “free time” (is there any of that?!), Allison is busy managing a household that includes cats, dogs and horses.
She loves to teach her kids how to ski, ice skate, roller skate, ride horses, play soccer, color, play games, clean the dishes and to try to get ready for school in a timely manner.
We all know the battle that she faces every morning.
