Financial Advisor, CFP®
Allyson has been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, and she holds Series 7, 6, 63, and 65 securities registrations through J.W. Cole Financial Inc, as well as life and long-term care insurance licenses.
Allyson has lived in the Temecula Valley with her husband, Andy for over 26 years and has two children, Ryan and Nicole. She is an active member of the Rotary Club of Temecula and volunteers with several other organizations. She enjoys traveling, reading, family time and her two Lhaso Apos.