Allison L. Birmingham, CWS®, CCFS™

Allison specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has over fifteen years of experience in multiple areas of the financial industry, inclusive of several years with a large multinational hedge fund group. Allison earned a bachelor’s degree in business administration with a focus on corporate finance from Central Michigan University. She has also attained the Certified Wealth Strategist® designation as well as the Certified College Funding Specialist™ designation.