Allison joined the Bradley Wealth team in early 2022 as Executive Assistant to Founder/CEO Michael Bradley. She’s thrilled to work with such a passionate team who cares deeply about each of their clients. With her background as a seasoned executive assistant and her passion to provide unparalleled support, Bradley Wealth clients are in great hands. She feels fortunate to have found a home that shares her values.
Allison not only excels at making our clients feel cared for, she also understands the wealth management space from her work with New York firms like Clayton, Dubilier & Rice, Pantheon Ventures, McKinney Rogers, and Perry Capital, where she learned best practices from both large, traditional firms and smaller, more progressive cultures.
Allison earned her bachelor’s degree in Economics and a Certificate in International Business from Arizona State University and went on to receive a Master of Arts degree in International Relations from the University of Oklahoma.
Allison grew up in Pewaukee, Wisconsin, where her father owned an advertising and public relations firm and her mother worked as an occupational therapist. Her parents introduced Allison to the Phoenix area on a golf trip, giving Allison a good reason to attend ASU. They permanently relocated to Arizona and have since lured Allison back. Her brother, Mike, lives in Boise, Idaho.
In her free time, Allison gives back through Honor Flight, an organization assisting war veterans. Her personal interests include High-intensity interval training, the Green Bay Packers (and sports in general), WWII History, fishing, Bravo, and craft cocktails. She also enjoys raising Hedley Dru, her small and spunky Yorkshire Terrier.
“Don’t underestimate the power of vision and direction. These are irresistible forces, able to transform what might appear to be unconquerable obstacles into traversable pathways and expanding opportunities.” - Jordan B. Peterson