Designations and Licenses

Allie is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner® designee.

Experience and Education

Allie provides personalized wealth management solutions to high-net-worth individuals and families. She designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. Her focus is on delivering integrated strategies bringing together the areas of financial planning, tax planning, estate planning, risk management and portfolio management.

Allie has more than 20 years of experience in the financial services industry. Prior to joining Mariner, she was a senior wealth advisor at GYL Financial Synergies. Before that, she was a wealth advisor at Round Table Wealth Management.

Allie has a bachelor’s degree from the State University of New York at Cortland and a graduate certificate in estate planning and taxation from the Irwin Graduate School of the American College.

Personal Interests

Away from the office, Allie enjoys skiing, snowmobiling, yoga and exercise.