Allison Cassell works closely with clients and their families to understand their unique situations and define their goals and values.

She leads the team's Estate Planning and Elder Care Planning efforts, working closely with client's attorneys, CPAs, and other key advisors.

She works closely with Walt Sokira helping define strategies and tactics for the growth of our clients and our team.

Allison has over ten years of professional services experience working in a large law office, Raymond James, and now Robert W. Baird, Inc.