Allison joined Cornerstone Wealth Management in 2014 in client service. She serves as a first point of contact for clients with questions, account needs and appointments. Allison has deep experience with LPL’s account management system, ensuring client information is correct and any needs are efficiently addressed.
The combination of an easygoing nature and inherent Southern hospitality makes Allison well-suited to her role in providing exceptional service. She enjoys working with clients because it offers her an opportunity to help others and make their experience as smooth as possible.
Allison first met Matt as a client. A friend referred her to Matt after Allison’s husband unexpectedly passed away in 2008, and he helped her organize her financial matters, specifically Social Security benefits and college savings for her children.
Previously, Allison worked as a manager in scheduling and inventory control for an automotive supplier. She holds a Bachelor of Science in computer information systems from the University of North Alabama.
Allison has three boys who keep her busy, and she can often be found cheering them on at baseball, golf, basketball, soccer and football. Originally from a small community in Tennessee, she now calls St. Louis home and enjoys spending time with family, traveling and outdoor activities.