Olivia Allen

Olivia combines her years of expertise with her passion for working hand-in-hand with clients and infusing hospitality. With firsthand experience managing her own financial practice—from client servicing to plan development, business administration, and beyond— and working with 20+ advisors on elevating theirs, she's developed a deep understanding of the demands advisors face. This experience, combined with her proficiency in leading fintech tools, allows her to help financial planners operate more efficiently, and help their clients meet their financial goals.