Meet Allison

Wife. Sister. Veteran's Daughter. Small Business Owner.

Hi, I’m Allison, and I’m passionate about helping individuals and families make informed financial decisions that empower their futures. My interest in finance began at a young age, inspired by my parents’ dedication to smart investing and disciplined financial habits. Witnessing their approach to managing money sparked a curiosity that eventually grew into a career calling.

My Journey

As I deepened my understanding of finance, I noticed a significant gap in accessible education on topics such as investing, tax strategies, and building generational wealth. This realization drove me to pursue a degree in Business Administration with a concentration in Finance at the University of North Carolina Wilmington’s Cameron School of Business.

While at UNCW, I had the privilege of joining the Cameron Executive Network, where I connected with accomplished business professionals. These relationships provided invaluable insights into the financial strategies that distinguish high achievers, shaping my own approach to financial planning.

Beyond Finance

In addition to my work as an advisor, I’m a wife of a small business owner. My husband runs Catawba Outdoor Works, LLC, one of the fastest-growing landscaping and design companies in Hickory, NC. Through this venture, I’ve gained a firsthand understanding of the challenges families and entrepreneurs face, from managing budgets to navigating complex financial decisions.

My Mission

Whether it’s guiding you through investment planning or establishing your legacy, I’m here to provide personalized advice and practical tools to help you achieve your financial goals. My goal is to bridge the gap between where you are today and where you want to be tomorrow.