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Biography

Ally is a Senior Associate in the Louisville office, where she serves alongside colleagues to implement financial planning strategies intended to help clients achieve their financial goals. She strives to build and maintain long-lasting client relationships throughout all stages of the financial planning process. Ally is also responsible for assisting in the career development of colleagues who are newer to the firm.

Prior to joining Cerity Partners, Ally served as a Financial Advisor at ARGI Financial Group, where she created and implemented strategies to meet clients’ financial goals. Previously, she participated in financial planning internship programs at ARGI and Nachman Norwood & Parrott Wealth Consultancy.

Education

  • B.A. in Business Administration from Furman University
  • Certificate of Financial Planning from Bellarmine University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Active volunteer with the high school ministry at Christ Church United Methodist in Louisville

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