Allison’s 20 years of diverse experience enables her to construct retirement plan solutions tailored to individual businesses’ needs. After beginning her ERISA career in 1991 at The Benefit Group, she went on to Plan Data, Inc. where her efforts launched the company into the daily valued plan environment. Other experiential highlights include key management positions at Hartford Retirement, Guardian Pension Services, The 401K Company, and ING Investment Advisors, Inc. Through her client-centered custom plan design, Allison helped ING acquire 400 additional clients and achieve unprecedented retention rates.

In October 2008, Allison joined Lone Star Retirement Services as Managing Partner/ Director of Consulting Services & Plan Management for The 401(k) Concierge. Integral to the support of our many plan clients with over $150 million in assets, Allison’s ERISA knowledge and attentiveness to client needs have helped trustees and representatives more effectively manage retirement plans while mitigating risk.

An Accounting graduate of Adelphi University, Allison conducted her post-graduate education at Boston College and The University of Texas at Austin.  Allison is a Registered Representative with the NFPSI.

As an Austin community leader, Allison dedicates her spare time to many worthwhile causes.  A devoted mother to children Marc and Stephanie, she has a passion for children’s charities and supports CASA, Austin’s Children’s Rescue, as well as Meals on Wheels. She is also an active member of Mosaics, the women’s chapter of Jewish Federation, and is an board member for the Austin Jewish Academy. 

Always ready for a new adventure, Allison has traveled to exotic destinations from Middle east to Hawaii with family. On quieter days, she enjoys traversing the trails of Austin with the family dog.