The one true finite resource we have is time. Do you want to spend it with the people you love, doing what you love? Your money should be there to help you build that life. 

I provide a comprehensive approach to wealth management, built on a foundation of a customized financial plan that adapts with you. This includes a set check-in schedule and an annual wealth plan review, so your plan stays aligned as your life evolves.

Each client deserves an advisor who truly fits their life. That's why I focus on athletes, entertainers, social media influencers, and young professionals who want an ally through every phase of their financial lives.

Whatever season you're in, I help bring clarity to the uncertain moments — whether it's navigating a new contract, an influx of income from a sponsorship opportunity, an unexpected inheritance, or a major life event. I walk alongside you through each part of the journey.

As a former D1 athlete who has since transitioned into coaching youth athletes, I understand firsthand what it takes to compete at a high level, build discipline under pressure, and navigate a career that's constantly changing. That same discipline and rigor — sharpened by my CFP® training and MPA from Syracuse's Maxwell School — shapes how I plan for you.

I work as an individual advisor, backed by RBC Wealth Management's full platform — giving you a personal relationship with the resources of a global firm behind it.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA-2 and A3/stable⁴
  • Fitch Ratings AA and AA+/ stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

2026 virtual call schedule

Contact us  to register & for more information.


Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Women and Wealth with Amy Stern and Vivian Frederick

Thursday, September 17, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Contact

Allison Small

315-960-4369
allison.small@rbc.com

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Beyond stablecoins: The tokenization story

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

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