Allison began her career in the retirement industry over eight years ago as a Third-Party Administrator (TPA) gaining experience with compliance, plan design, and all aspects of retirement plan administration. While she enjoyed her experience as a TPA, Allison desired a more client-facing role, rather than being “behind-the-scenes”, which led to her current role as a Retirement Plan Specialist.
As a Retirement Plan Specialist, Allison uses her TPA experience on a daily basis as she works directly with clients, serving as a resource to those navigating a Retirement Plan. She was drawn to Juno by their personal touch and strong client relationships as she feels that one-on-one relationships are where she is able to have the biggest impact. Allison feels her greatest sense of accomplishment in knowing that her clients can rely on her and that when they have a question regarding their retirement plan, they know exactly who to turn to.
In her free time, Allison enjoys spending time with her husband, daughter, and dog, taking advantage of all of the events and festivals that Richmond has to offer. She also loves trying out new restaurants and discovering a new favorite book.
Education:
University of Mary Washington
Community Engagement:
Proud supporter of WNRN-FM and the Richmond SPCA
Qualified 401(k) Administrator (QKA)