Alison uses her market knowledge and experience to customize a wealth strategy for each client. By working together long term, she helps clients follow a path toward realizing dreams and achieving goals. Via financial planning software and individual strategy planning, her clients receive a personal, tailored wealth plan to guide forward. As she and her clients work together, she continuously revisits the plan to make sure it remains on track. Client success is her success.
Her interest and passion for finances developed from an early age when her father bought her 10 shares of Mattel toys. Alison has since turned her passion into a thriving career. She started in the financial services industry at RBC Dain Rauscher in 2001, then later worked for Associated Wealth Management and Nicolet Wealth Management before re-joining RBC Wealth Management in 2021.
She graduated from the University of Wisconsin–Green Bay with a Bachelor of Science degree. She passed the Series 7 and 66 securities exams and holds Wisconsin life and health insurance licenses, an Accredited Asset Management SpecialistSM designation and the Certified Plan Fiduciary Advisor designation.
Alison is passionate about volunteering. She currently serves as the board treasurer for the Door County Maritime Museum and as an advisory board member for the Weidner Center for the Performing Arts. Prior volunteer positions included past commodore of the Sturgeon Bay Yacht Club, board president for the United Way of Door County and board member for Door County Humane Society.
Alison lives in Sturgeon Bay with her husband, Nick, and their very spoiled dogs, Vandy and Scofield. In their free time, they love snowmobiling in the winter and entertaining on their back patio in the summer.