My name is Allison and I’ve been gratefully serving the best retirees in The Triangle at LifePlan Group for the last 10 years. I’m a proud (and busy!) mother to an awesome twelve-year-old boy, Jack, a hilarious four-year-old girl, Eleanor and a crazy two-year-old boy, Gus. 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 Firm Development where I support all teams at the firm to keep things running smoothly! 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 work across our entire team at LifePlan to help support our clients! 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!
