Investment Operations Specialist
Ally is originally from Eau Claire, Wisconsin, but is currently enjoying the warmer weather in Charlotte, North Carolina. Ally is extremely passionate about helping others reach their financial goals through holistic financial planning, and hopes to one day earn her CFP®️ designation. When she isn’t working she loves to go on hikes, read books, and spend time with her dog Bilbo.
Education: University of Wisconsin – Madison (B.S.)