“ At Financial Solutions we strive for operational excellence in our everyday activities. The process involves focusing on our clients’ needs and continually improving upon our everyday activities.”
Alison’s primary responsibilities include account maintenance, client service, quarterly and annual reporting, and support for the principals, partners and client relationship managers of the firm.
Previously, Alison held an administrative role for 4 years in the legal field.
In her free time, Alison enjoys traveling, hiking, and spending time with her family.