Allison excels in providing detail oriented behind-the-scenes support for the clients of Swan Street Financial. She recognizes the importance of personal relationships and the role her responsibilities play in maintaining the trust worthiness and confidence of the individuals she assists each day.
Her compassion and reliability make her an asset to any client as she consistently goes above and beyond to understand their specific needs and successfully complete tasks that support the financial goals of our clients.
As Director of Client Operations, Allison is responsible for the coordination of systematic investments and withdrawals, updating beneficiary information, assembling documents for client reviews, facilitating the divisions of assets for estate claims, and researching solutions for client inquiries.
Prior to joining the investment team at Swan Street Financial, Allison was employed as a 911 dispatcher where she handled emergency calls in high stress situations and as a legal assistant in a local law office. During high school, Allison was a member of the Terre Haute North Cheer team and competitive cheer team, where she won the NCA all star award and was invited to cheer in the Rose Bowl. At Terre Haute North, she was also a member of DECA. In college Allison majored in Business Administration.
Allison is the mother of three children, Carter, Lillian, and Dayton. She is a member of Cross Lane Community Church. In her free time, Allison enjoys traveling in the United States, reading, and spending time with her children.
Allison currently resides in her hometown of Terre Haute, IN.