Experience and Education
Allie works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.
Prior to joining Mariner Wealth Advisors, Allie worked at Empirical Wealth Management as an associate financial advisor. She specialized in comprehensive financial planning, investment management, tax preparation and estate planning and provided support and advice tailored to individuals’ needs. Before that, she was a registered client service associate with UBS Financial Services, where she collaborated with a team to manage portfolio risk and provide investment solutions for clients. Earlier in her career, she served as a client services coordinator at Brio Financial Group.
Allie holds a bachelor’s degree in business administration with a concentration in finance from the University of Oregon.
Away from the office, Allie volunteers at Dove Youth Development and The Redwoods, a community for seniors. She loves to travel, hike, ski and lie on the beach with a book. She is the proud owner of a Maine Coon cat, Fritz.