Director of Financial Planning/Financial Advisor
Allison joined Legacy as a Planning Associate after graduating from Kansas State University in May of 2018 with a degree in Personal Financial Planning and a minor in Hospitality Management. Prior to graduation, Allison worked as a peer counselor at Powercat Financial in Manhattan, KS where she counseled students on common financial issues such as budgeting, student loans, credit issues and debt. This experience honed her interpersonal skills and allowed her to contribute immediately to Legacy’s planning team. Allison earned the CERTIFIED FINANCIAL PLANNER™ designation in 2020 and is currently pursuing a Master’s Degree in Financial Planning. As Legacy’s Director of Financial Planning, she manages all aspects of the advice delivery process and ensures it remains cutting-edge. In her spare time, Allison enjoys traveling, reading, and spending as much time with family and friends as possible.
Email Allison: email@example.com