Allison is the Advisory Team Manager for Focus Partners Wealth's South Region. She manages Associate Wealth Advisors across the region, working with them to establish goals for career growth. In her role, she is motivated by her ability to make a direct impact on many Associate Wealth Advisors, and in turn, the clients they work with directly.
She joined Focus in January 2022, first as an Associate Wealth Advisor before stepping into the Advisory Team Manager position. While working as an Associate, she gained valuable insight into the efficiencies that teams are using firmwide, and brings this insight into each team she works with.
Before joining Focus Partners Wealth, Allison worked at small RIAs in the financial planning industry. While she enjoyed her time working with clients, Allison has learned that her true passion lies within leadership and strategic business planning.
Allison received her bachelor's degree in personal financial planning from K-State in 2018. She lives in the Kansas City metro area with her husband, Phillip, and their dog, Molly. She spends her free time reading, trying new restaurants, or catching up with loved ones.