Allison began her career in 2006 as an intern with Integris while attending college. Since graduating in 2007 Allison was with Rothstein, Kass & Company, LLP in San Francisco, most recently serving as an audit senior of investment companies. Allison then rejoined Integris in 2011, where her focus is portfolio accounting, business operations and tax planning.

Allison graduated from the University of California, Santa Barbara with a BA in Business Economics with an emphasis in Accounting.  Additionally, she is a Certified Public Accountant (CPA), is a member of the American Institute of CPAs and CalCPA and is a CFA Level 1 candidate.

Outside of work Allison is a member of the Monterey County Young Professionals Group and enjoys spending time with her family and friends, travelling and snowboarding.

You can contact Allison at 831-620-1717
or allison@integriswealth.com

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