Managing Director of Retirement Plan Services 

Trust Point, Inc.

Allyson’s responsibilities will include the oversight to the account management team who provide the day-to-day client connection.  Under her direction, the team will continue to be an advocate and partner for our business clients and their 401(k) plans, which includes ongoing education, technology, and efficient investment options to help you attract and retain employees.  Allyson and her team take great pride in providing businesses solutions that enhance employees’ financial well-being and prepare them for their financial future.

Allyson has been with Trust Point for over 10 years and most recently served as Relationship Manager.  Her strength in building relationships with business owners and plan participants alike, make her an ideal fit for this position. Allyson recently received her CRPP™, or Certified Retirement Plan Professional ™ designation.  This process included a demanding study program and comprehensive exam.  This designation further strengthens her retirement plan knowledge and industry understanding.  Her dedication to this process further exemplifies Allyson’s commitment to Trust Point’s clients.

As part of her ongoing service within the community, Allyson volunteers her time presenting to organizations and businesses to teach financial wellness. Allyson enjoys listening to Christmas music…all year long! In college, she would listen to it while writing her college papers and said it always puts her in a good mood. Allyson also loves spicy foods and enjoys traveling with her family when time allows.