Allison K Kruse

Having the fortune to work in banking for 26 years, the pandemic emphasized the need to re-evaluate my priorities. My banking career was very rewarding; however, after working remotely for 15 months, I realized that my 3-hour commute took me away from the important things to me: family, friends and community.

I made a slight turn in my career to being a financial advisor. As a banker, my favorite part of the job was training. It provided me the opportunity to create a plan and work with others, showing them a better way to do their job or learning something new to make their daily tasks more efficient. This translates easily to being a financial advisor where my primary goal is to help investors develop and build an investment strategy geared toward their unique, long-term goals.

My career as a financial advisor provides me the balance of a rewarding career along with the ability to create a fulfilling lifestyle. Now, I can enjoy spending time with close friends and family, going to the beach and visiting local restaurants and wineries!

I continually strive to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.

Give me a call today and let's get started building your future!