Allison Mathias is a Registered Client Associate. She has 13 years of experience in the financial services industry with roles in investment sales, client service and relationship management. She was born and raised in Minneapolis, MN and graduated from the University of Kansas with a degree in Journalism-Strategic Communications.
Allison has a passion for client service and developing deep client relationships. She loves that her position allows her to wear so many hats.
Outside of the office she enjoys spending time with her husband and their bulldog Lucille, traveling, playing tennis and indulging in good food.
Licensure: Notary Commission No.21279039
Series 7 & 66 Registered