What defines your direction? What’s your passion? My passion is to help you picture yours. I love to hear what you expect from your investments, and more importantly, what you expect from me. Alison Galloway, our Senior Branch Office Administrator, has 14 years of experience in the financial industry and she agrees with the importance of truly listening to everyone who contacts our office.

To know your financial goals, we need to know each other so we can build a relationship of trust. Then I will know what investments to recommend, and you can be confident that my recommendations are trustworthy and that my advice will have your best interests at heart and will support your goals.

Our life choices and experiences have prepared us to help you. My most meaningful role is that of a husband to my wife and father to our four children, one of whom has special needs. Other areas important to me are church and community involvement. I frequently volunteer with various first responder agencies. Alison is married with two grown sons and is a new grandmother. Additionally, she provides caregiving for her mother, a role that helps her empathize with the needs of those around her.

What can you count on from me? You can count on my speaking in understandable terms. You can count on my flexibility to meet in person, by phone or by web conference. You can count on my listening to your concerns, asking you relevant questions and helping you identify where you are in life and where you want to go. And you can count on me to make every effort to get to know you, to remember you, to keep in contact with you, and to treat you as a friend.

What can you count on from Alison? You can count on her courteous voice on the phone, her friendly smile when you walk in the door, and her commitment to service with integrity and competence.

Let's get started making plans for the rest of your life. If it matters to you, it matters to us.