Guiding your financial journey with care.
As Vice President Wealth Advisor, Allison provides personalized financial guidance through comprehensive planning. She addresses client needs across cash management, tax planning, distribution analysis and estate planning, leveraging her experience from both large and small RIAs. With a comfortable and thorough approach, Allison connects with her clients on a personal level, delivering tailored advice to meet their unique financial objectives.
Experience
- Registered Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER™
- Started working in the financial services industry in 2018
- Joined Johnson Financial Group in 2025
- Graduated with a Bachelor of Science in Personal Finance from University of Wisconsin – Madison
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Longtime resident of Fox Cities
- Board of Directors for the Appleton Education Foundation
- Participates in the Appleton branch of American Association of University Women and The Women’s Fund for the Fox Valley Region