Allison started working with CWM as an intern in August 2013 while she was at Wayne State University pursuing her bachelor’s degree in Accounting. After graduating in 2015, she left to pursue an accounting career but returned in November 2017 to work as our Client Services Manager. Since rejoining us, she has furthered her financial education and experience by obtaining her Series 7 and Series 66 licenses in late 2020/early 2021. She obtained additional insurance licenses in early 2024. She is very technically sound, pays great attention to detail, and overall is a great asset to our team.
Allison has a real passion for helping clients not only through the good times, but also when their situation is difficult or emotional. She strives to be someone who is knowledgeable and highly detailed, while also being compassionate, trustworthy, and someone who makes decisions with integrity. Allison understands personally how money can cause stress, worry, and negatively impact families. Her mission is to build a career that helps people overcome these concerns and feel more confident about their financial future.
In her free time, Allison enjoys many hobbies including traveling, hiking, gardening, crocheting, and other crafts. At home, she enjoys spending time with her husband Jack, and their two dogs, Nova and Opie.