Paraplanner
Allison joined Phillips Financial as a paraplanner in August 2014. She holds a Bachelor of Science in Finance and a minor in music from Valparaiso University, where she graduated Cum Laude. Allison grew up in Crown Point, Indiana but currently lives in Chandler, Arizona. In her remote paraplanner position, she works closely with financial planners to prepare annual investment reviews and customized financial plans for clients. In her free time, Allison enjoys traveling, scuba diving, and hiking.