Partner
Allison joined Armor in 2019 and is a Partner and Wealth Advisor with the firm. She works closely with individuals and families to bring the different pieces of their financial lives together, helping clients navigate investment decisions, retirement, taxes, estate planning, cash flow, and the inevitable changes that happen along the way. Allison especially enjoys taking complex financial situations and turning them into practical, understandable strategies that help clients feel more confident in the decisions they make.
During her time at Armor, Allison’s role has grown well beyond financial planning. In addition to advising clients, she oversees the implementation and ongoing service of retirement plans managed by the firm and is involved in initiatives focused on continually improving the experience Armor provides to its clients.
Allison also leads Armor Gives Back, a program she helped establish to create more opportunities for the Armor team to serve the community together. The program reflects a shared commitment across the firm to giving back and supporting organizations and causes that make a difference in the community.
Before joining Armor, Allison worked for a large independent RIA in the Baltimore area, where she gained experience in financial planning, client onboarding, portfolio management, and trading. She graduated from Virginia Tech in 2016 with a degree in Applied Economic Management with a focus on Financial Planning. Allison is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a Certified Divorce Financial Analyst®.
Outside of the office, Allison enjoys being outdoors, exercising, listening to music, and spending time with her two dogs, Quaid and Jonas. She is also an avid pickleball player and enjoys getting on the court with friends and clients alike.