Allison Baker

Allison Baker, CRPC®, FPQP®

Paraplanner

I collaborate with our team of advisers to help create and maintain financial plans for our clients. My responsibilities include analyzing and updating client data within our planning software, creating meeting agendas, and connecting with clients in any way I can to help contribute to their financial goals.

EDUCATION AND QUALIFICATIONS

BA, Finance with a minor in Economics, Otterbein University
Chartered Retirement Planning Counselor℠ (CRPC®)
Financial Paraplanner Qualified Professional℠ (FPQP®)

PERSONAL INTERESTS

Quality time with my family, friends, and my cat Link
Listening to live music and collecting vinyl records
Exploring new local restaurants in Columbus

COMMUNITY PARTICIPATION

Volunteering with co-workers at various local organizations

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