Allison joined Irving Planning & Investments in 2022 with a desire to serve clients and help them achieve their financial goals.
Allison began her career in the Financial Services industry in 2010 with Charles Schwab. She obtained her Series 7, 63, 9 & 10 licenses and worked as an Active Trader Specialist and Correspondence Representative before moving on to a position as Team Manager, leading a team of brokers in Lone Tree, CO. She obtained her Series 65 and became an Investment Adviser Representative in 2022.
Allison graduated with a bachelor’s degree from the College of Idaho in 2008. She and Jason live with their two children, Quinn and Anson, in Centennial.
Allison teaches art classes in her spare time and enjoys anything creative. She loves being a mom and spending time with family and friends. She also appreciates time in community with her church family.