Allison H. Reeves has over 30 years of experience working in the financial services industry. Specifically, Allison has focused on financial planning, retirement planning,investment management, and insurance planning and sales. She is a graduate of Georgia State University. Allison is native to Atlanta, Georgia where she resides, and has two grown children and one grandchild.

Allison is a Certified Financial Planner™, holding the professional designation of CFP®. The CFP® certification is earned through meeting rigorous requirements of education, examination, and experience in the financial planning field. CFP® Certification examination and education covers the following areas: general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning and professional conduct and regulations.

Through LPL Financial, Allison holds her Series 7 Registered Representative (General Securities Representative) and her Series 65 (Investment Advisor Representative) registrations. She is licensed in the following states: Georgia, Florida, Maryland, Michigan, New York, Nevada, South Carolina, Tennessee, Texas and Virginia.

• Independent – We work for our clients since we own our business.  The only obligation we have is to our clients.
• Objectivity – We operate on a fee basis.  This allows us to make decisions based on our clients’ best interest.  We are goal and process driven, not product driven.
• Integrity – We adhere to a strict code of honesty, and ethical behavior.
• Competence - We believe that competence is the benchmark by which we should be judged. Therefore, we constantly pursue continuing education and professional development.
• Service -  We are passionate about providing the absolute best customer service to our clients.  It is our goal to exceed our clients' expectations in this area.
• Stewardship - We care about our clients and their financial goals. Since we believe in “The Golden Rule”, we treat our clients as we would want to be treated ourselves. We know that we have been entrusted with extremely confidential and personal information, and for this reason we exercise total confidentiality with our clients.
• Fiduciary Due Diligence - We act as fiduciaries to our clients. Our clients place special trust, confidence, and reliance in us. We have a fiduciary duty to act in our client’s best interest at all times.