Allison Filbert

Director of Client Relations

Allison Filbert

My name is Allison and I’ve been gratefully serving the best retirees in The Triangle at LifePlan Group for the last seven years.  I’m a proud (and busy!) mother to an awesome nine-year-old boy, Jack, and a hilarious one-year-old girl, Eleanor.  When I’m not at work you can find me enjoying a glass of wine or a history documentary with my husband, (also named Jack) to whom I am a proud Air Force wife, working out or playing tennis, reading classic American novels (Hemingway is my favorite!) or listening to oldies.

At LifePlan Group, I am the Director of Client Relations where I do my absolute favorite thing – manage relationships! People describe me as social, personable, outgoing and organized and my role at LifePlan Group truly allows me to spread my social-butterfly wings and cultivate meaningful relationships with everyone we interact with. My job is awesome because building genuine relationships with clients is our top priority around here. I also get to plan all of the fun parties and events we host. I don’t think it’s a contest – I have the best job at our firm! If you want to read more about my street cred, it’s all below.

Give us a call to say hello – I’d love to meet you!

Social, personable, outgoing, organized and focused on cultivating meaningful relationships

Allison has a degree in Journalism and Mass Communication from Arizona State University where she also earned a minor in Spanish before going on to get a Master of Science in Sport Management from Louisiana State University. She served as the Marketing Graduate Assistant for the LSU Athletic Department before starting her career in marketing with the St. Louis Cardinals. She took a hiatus to raise (little) Jack for two years and during that time developed her own social media management company before re-entering the traditional workface with LifePlan Group.


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