Allison is the founder and president of Anchor Point Strategies, LLC., a strategic advisor to c-suite teams, private equity, and boards of directors for wealth management firms.  She spent 34 years in wealth management leading independent broker dealer/RIAs and collaborating with asset managers and fin tech firms to build partnerships that were critical to the success of all stakeholders.

As EVP, National Sales for Advisor Group (now Osaic), Allison was responsible for the development and implementation of sales and distribution strategies, business building tools and resources that supported advisors in growing their revenues, managing more efficient businesses and deepening client relationships.  As a member of their Executive Committee, she built a shared services growth organization upon Advisor Group’s separation from AIG, was a member of the deal team on numerous acquisitions, and part of the management group on the subsequent sale of Advisor Group from Lightyear Capital to Reverence Capital Partners.

Prior to returning to Advisor Group in 2014, Allison held executive roles at Cetera Financial Group and LPL Financial where she drove AUM growth, advisor productivity and strategic partner revenue.  During her time at Cetera Financial Group, she also participated on the deal team for numerous acquisitions and Lightyear Capital’s subsequent sale of Cetera.

Allison began her career as a financial advisor and branch manager for Royal Alliance.  She transitioned to a corporate role in 1999 and continued to advance in leadership until 2008 when she left to become the President of Associated Securities, a wholly owned subsidiary of LPL.

Allison is currently an Independent Member of the Board of Managers for World Insurance Associates, LLC and a Member of the Board of Trustees for Nazareth University.