Allie Weir has been serving as Administrative Assistant since 2015. In her role, Allie enjoys the opportunity she has to help clients and put their needs first each and every day. She is the friendly voice you hear at the other end of the line when you call into the office, and she manages all of the daily tasks that are essential in ensuring smooth operations in a busy and successful environment. Allie has the gift of positivity, and she maintains an upbeat attitude in all her interactions with clients and advisors.
She holds her Health and Life Insurance licenses in the state of Kentucky, and she has also earned her bachelor’s degree in Business Management. She enjoys learning the ropes of the financial planning industry as well as becoming an integral part of the family business.