Director of Client Services
Allison, our Director of Client Services, provides white-glove service to the families she works closely with, while serving as the leader and mentor to the Client Services Team. Prior to joining Sage Mountain in 2018, she worked with Scott Neu, Co-Founder and CEO, and Tony Cox, President and CIO, at Goldman Sachs. With over 15 years in Client Service in the financial industry, Allison has dedicated her career to ensuring our clients are taken care of, and treated, like family.
Born and raised in Florida (Go Gators!), Allison moved to Atlanta in 2010 where she met her husband, Ben, and has settled in Brookhaven. She and Ben love traveling internationally, spending time with family and friends, and enjoying the outdoors with their beagle-mix, Biscuit.