Investment Professional | Allison Investment Planning, LLC

With 28 years of experience as an investment professional, I have dedicated my career to guiding clients with personalized strategies to achieve their financial goals. I believe in fostering long-term relationships built on trust, transparency, and a commitment to tailored financial solutions.

My approach to investing is rooted in creativity and adaptability—much like my passion for gardening, where each plant requires individual care to thrive. I take the time to understand each client’s unique needs, offering clear, jargon-free guidance to make investing accessible for both new and seasoned investors.

Over five years ago, I became an independent professional to ensure my clients receive unbiased advice and a broad range of investment tools. Whether meeting in my home office, at your home, or virtually, I am committed to providing a comfortable and personalized experience.

I specialize in a transactional, commission-based service and believe in high-quality, long-term investment strategies tailored to your goals. I offer customized plans, ongoing portfolio reviews, and open-door conversations, ensuring you remain in control of every investment decision.

From retirement planning and budgeting to navigating life transitions such as widowhood or funding your children’s and grandchildren’s futures, I am here to help—no matter the size of your portfolio. Whether you’re starting with $50 or managing $50 million, my goal remains the same: to provide dedicated support and financial clarity.

Outside of my professional life, I have been married to my husband, John, a hospitality professional, for 36 years. We have two wonderful daughters, Ashley and Haley, and welcomed our first grandchild, Colton, in April 2020. Haley is also part of Allison Investment Planning, LLC, assisting with administrative needs to ensure a seamless client experience.