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Allison Malcolm - CFP®, CRPC®

Allison Malcolm - CFP®, CRPC®

Managing Director of Advisor Development

My Background & What Brought Me Here
The 15+ years I have spent in financial services has ranged from insurance, banking, brokerage firms, and advisory firms. I love the unparalleled fluidity and fast pace that comes with a career in this industry. Our lives are as dynamic as the industry, and I am honored to have the opportunity to help our advisors and our clients try to stay ahead of the game via pragmatic coaching.

Why I Chose this Profession
Growing up in central Nebraska, I watched my parents work multiple jobs to make my family’s dreams come true. Money and investing weren’t common topics of discussion at the dinner table, but when it did come up, my parent’s sentiment was that, “The rich get richer because they understand the financial system.” I set out to prove to them that it is possible to not only learn the system, but to also discover the tips and tricks that can help people obtain financial stability, no matter your walk of life.

Something Unique and Different About Me
I am proficient in 5 different instruments: oboe, English horn, clarinet, alto saxophone, and piano. I am currently the principal oboist in the Nebraska Wind Symphony.

Outside of Work I’m Most Passionate About
Financial literacy! My parents were both educators for the entirety of their careers. For years I watched teachers and administrators struggle to develop an impactful financial education curriculum for students. Moreover, many teachers felt ill-equipped to curate and facilitate a curriculum. As a Board Member on the Nebraska Council for Economic Education, we strive to eliminate this dilemma. Our mission is to act as a catalyst and lead a statewide initiative to advance economic and financial literacy though events such as The Capital Hill Challenge, The Stock Market Challenge, The Personal Finance Challenge, learning seminars for teachers, and much more!

When Not in the Office, Look for Me…
Doing anything outside! I am a very active person who loves to tackle projects and am not afraid to get messy.

How I’m Advancing My Career Knowledge
I consider myself a fearless learner in that I am willing to “feel stupid” in my pursuit of becoming an erudite financial professional. I am currently pursuing my Master of Science in Personal Financial Planning and anticipate completion in Winter 2021. Although I am a CFP®, I know there are endless opportunities to learn more about financial planning, as the world and this industry are continuously changing.

Education
University of Nebraska at Omaha - Bachelor of Science in Psychology
Securities Licensed Series 7, 24, 63, 66

Professional Affiliations
Board Member for the Nebraska Council on Economic Education
Partner for the Nebraska Finance Education Network