Allison has been serving clients since 1999. She specializes in tax compliance, consulting, and planning for high-net-worth individuals, trusts, and estates. As a trusted advisor for many family groups, she provides consulting on small business issues, family gifting, charitable giving, and tax and estate planning strategies. She has extensive experience serving individuals with complex alternative investments and multiple flow-through entities.
In her free time, Allison enjoys outdoor activities and spending time with family and friends. Allison also enjoys adventure and traveling the world.