Allison joined Irving Planning & Investments, Ltd. in 2022 with a strong desire to serve clients and help them achieve financial confidence. With more than a decade of experience in the financial services industry, she combines technical expertise with a client-centered approach rooted in communication, trust, and care.
Professional Experience
Allison began her career in 2010 with Charles Schwab, where she earned her Series 7, 63, 9, and 10 licenses. She initially worked as an Active Trader Specialist and Correspondence Representative, later advancing to Team Manager, where she led a group of brokers in Lone Tree, Colorado.
In 2022, she obtained her Series 65 license and became a registered Investment Adviser Representative, expanding her ability to guide clients through customized financial strategies designed to meet their unique goals.
Education & Certifications
Allison earned her Bachelor’s Degree from the College of Idaho in 2008. Her educational background and professional experience allow her to combine analytical precision with a thoughtful, relational approach to client service.
Personal Life & Interests
Allison and her husband, Jason, live in Centennial, Colorado, with their two children, Quinn and Anson. Outside of work, she enjoys teaching art classes, exploring creative projects, and spending time with family and friends. She values her community deeply and is active within her church family.