Associate Wealth Coordinator
Allison is an Associate Wealth Coordinator at SageView Advisory Group. Prior to joining SageView, Allison was an Associate Wealth Coordinator at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Allison also worked with a national bank and has over 12 years of experience in the field. She graduated from Western Michigan University with a bachelor’s degree in Sales and Business Marketing with a minor in Business Administration. Allison holds her Series 7 and 66 licenses as well as her Michigan Life, Accident & Health, and Variable Life & Annuities licenses.
Outside of work she enjoys spending time with family and friends. She also enjoys traveling and spending summers up north. She and her husband, Tony, welcomed their first child, Collins, in September 2020.