Allison is the Operations Manager at Petix & Botte Financial. She joined the company in April 2013, bringing with her over ten years of experience in the tax and finance industry. Allison’s responsibilities include assisting the financial planners with preparing documents for client financial portfolios; maintaining compliance with LPL Financial policies, FINRA, and SEC rules; and facilitating accurate communication and data transfer with LPL Financial. She enjoys speaking with clients and takes pride in corresponding in a timely, clear manner.
In her time off, Allison likes to be outside, whether it's playing beach volleyball or going for a hike. She enjoys traveling and has a goal to see as many National Parks as possible. Allison also has a strong passion for cooking and eating (of course!). Most recently she has perfected making chocolate chip cookies and various types of bread.