About Allison
Allison is the advisory team manager for Buckingham Strategic Wealth's south region. She manages associate wealth advisors across the region, working with them to establish goals for career growth. In her role, she is motivated by her ability to make a direct impact on many associate wealth advisors, and in turn, the clients they work with directly.
She joined Buckingham in January 2022, first as a floating associate wealth advisor before stepping into the advisory team manager position. While working as a floating associate, she gained valuable insight into efficiencies that teams are using firmwide.
Allison lives in the Kansas City metro area with her husband, Phillip, and their dog, Molly. She spends her free time reading, trying new restaurants or catching up with loved ones.
Allison is the advisory team manager for Buckingham Strategic Wealth's south region. She manages associate wealth advisors across the region, working with them to establish goals for career growth. In her role, she is motivated by her ability to make a direct impact on many associate wealth advisors, and in turn, the clients they work with directly.
She joined Buckingham in January 2022, first as a floating associate wealth advisor before stepping into the advisory team manager position. While working as a floating associate, she gained valuable insight into efficiencies that teams are using firmwide.
Allison lives in the Kansas City metro area with her husband, Phillip, and their dog, Molly. She spends her free time reading, trying new restaurants or catching up with loved ones.