Allison joined the Clearstead Private Client Group in 2018. Allison supports several advisors in the Private Client Group at Clearstead.  Her work entails delivering services for her assigned clients, account maintenance, reconciling accounts and other tasks involved with serving wealth management clients.  She is also responsible for establishing new relationships, preparing meeting materials, and other special projects.

Prior to joining Clearstead, Allison was a Senior Investment Administrator at MGO, Inc. for ten years and held the position of part-time Director of First Impressions at Cedar Brook Group while obtaining her MBA.  Allison earned a BBA in Business Management from Kent State University in 2005 and a MBA from Baldwin Wallace University in 2017.