CFP®, AIF®, CHSA, Vice President and Retirement Plan Manager
Allison joined IMA Wealth’s Dallas office in 2017, and brings ten years of experience building advisory relationships with both individual and institutional clients. Her career in the industry began in 2007 with BKD, LLP where she most recently served as Senior Managing Advisor under BKD Wealth Advisors, LLC. Her institutional experience includes serving as consultant and administrator of qualified and non-qualified defined contribution plans including 401(k), 403(b), profit sharing, and employee stock ownership plan. Her plan consulting responsibilities included plan design, fee analysis, best practice processes recommendations, investment committee reviews and recommendations, RFP design and oversight, incorporating behavioral finance strategies to encourage increased participation, and providing group education. Allison is also experienced in plan administration including discrimination testing, corrective procedures, plan asset reconciliation, and Form 5500 filings. A graduate of the University of Kansas with a BS in Accounting, Allison earned both the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designations in 2014 and the Certified Health Savings Adviser (CHSA) designation in 2018. She holds the Series 65 examination for Investment Advisor Representatives.
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