As a Client Specialist, Allison is responsible for ensuring seamless day-to-day operations management, leveraging Baird’s technology, and most importantly, providing white-glove service for our clients. She has been in the financial services industry since 2005 and is fully licensed, holding her Series 7 and Series 66 licenses. Allison uses her experience, capabilities, and expertise to provide an exceptional client experience to help our clients meet their unique goals and objectives.
Allison currently resides in Bridgeville with her husband Dan, son Jacob, and daughter Hannah. She was a member of the swim team at Gannon University and graduated with a Bachelor of Science in Accounting. She loves spending her weekends at the pool, having bonfires in the summer with friends and family, and going on hikes with her family’s German Shepherd, Bear.