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!