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Allison Loots, FPQPâ„¢, is a seasoned finance professional with extensive experience in wealth planning and marketing. Since June 2017, Allison has served as Principal, Senior Wealth Planning Associate, and Marketing Manager at Austin Asset. Prior positions include Portfolio Administrator at Balasa Dinverno Foltz LLC, Registered Paraplanner at Strategic Wealth Advisors, Marketing and Event Coordinator at Dodds Wealth Management Group, and Client Service Administrator at RegentAtlantic Capital, LLC. Allison holds a degree in Business Administration, specializing in Finance and Marketing, from Saint Michael's College, earned between 2004 and 2008.