Director of Operations
Allison Joined Solomon Financial Group in 2014. She has over 15 years’ experience in the Financial Services Profession serving in almost every capacity. Prior to joining Solomon Financial, she worked for several large investment wire houses in almost every aspect of operations handling everything from Account Transfers, Account Service, Client Reviews, to Strategic Financial Planning and Portfolio Analysis to assist in recognizing client needs and goals and implementing solutions to meet them.
Allison holds an active Series 65 Investment Advisor License and is a University of Washington Business School graduate with a BA in Business Administration.
Client communication as regarding new accounts; paperwork processing and account summation; and operational process support are but a few of the responsibilities that Allison is dedicated to securing for Solomon Financial Group and its clients.
Allison loves traveling, hiking, working out, and spending time with her large, close family.
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