Allison has been working with clients for nearly 20 years, to help them reach their financial goals, whether they are planning for legacy, retiring, or working to accumulate wealth. Professionally, it is important to challenge people early in life to ask why not me and what can I do to secure my future not only through career choice, but through sound financial habits.
That passion is what I carry daily as a part of the Transcendent Wealth Management team, a private wealth practice of Ameriprise Financial in Fairfax, VA. Small business owners, young adults, and those in mid-life who sometimes believe so it’s too late for them. It is never too late
My education includes an MBA from the University of Maryland Global Campus, and a Certification as a Certified Social Security and Medicare Specialist (CSS) through the Institute of Business and Finance, and an BA from Grand Valley State University Grand Rapids, Michigan. Education, and self-improvement on whatever level possible at any stage in life are critically important to me. I love travel, cooking, wine, gardening, and anything I can discover through communing with nature. I think the FEA mission of cross-cultural experience is so important for the future leaders of this nation and society as a whole. I’m excited to participate.