Allie serves as our lead review scheduler, oversees office managerial duties, and assists with client service-related matters.
Prior to joining Liberty Wealth Management of Raymond James in 2019, Allie was a Relationship Banker at Alerus Financial. She brings more than a decade of customer service experience and over four years of banking experience to the team.
Born and raised in the Twin Ports area, Allie graduated from the University of Wisconsin – Superior with a major in Biology and a minor in Earth Science. Outside the office during the fall season, Allie lives out her passion for the outdoors and wildlife as a weekend Naturalist at Hawk Ridge Bird Observatory.
Raymond James is not affiliated with the entities mentioned herein.