As a Client Specialist with The Hamilton Group at Baird, Allison is dedicated to delivering proactive, comprehensive service tailored to each client’s unique needs. Her expertise spans client relationship management, wealth transfer operations, and financial planning—ensuring a seamless and thoughtful experience at every stage.
Originally from Lake Oswego, Oregon, Allison studied business and psychology at Portland State University. She began her career in finance as a client advocate at a fintech firm specializing in debt management, later transitioning into mortgage banking in Seattle. These roles helped her discover a passion for financial planning and client care, which she continues to cultivate since joining the team in 2022.
Allison holds her Series 7 and Series 66 licenses. She lives in Queen Anne with her husband, Stryder, and enjoys spending time with loved ones, reading, practicing hot yoga, and exploring Seattle’s vibrant food scene.