Professional Background
Allyson believes kindness, coupled with top-notch client service, can reduce clients’ financial stress and maximize confidence. Allyson works closely with our financial advisors to schedule appointments, take notes, compile data, and process important documents. She is a Financial Paraplanner Qualified Professional (FPQP®). She has helped implement several client service processes. She checks in with clients on a regular basis. She has 20 years of experience.

Allyson earned a bachelor’s degree from Middle Tennessee State University. She got her start in the financial industry working for a bank in Knoxville. Allyson and her family of four live in Gibbs.

When Allyson isn’t working… 
Allyson loves to be with her family – on the lake, at her kid’s various sporting events, or relaxing at home.