Allie Metheny

From a young age, Allie has always been passionate about helping people and problem solving; so, it was no surprise when she wanted to follow in her mother’s footsteps by becoming a Financial Advisor. Allie started at Sonoma State University in 2013 and earned her degree in Business Administration with a concentration in Finance, as well as a minor in Economics. She joined our team in 2016 as our main scheduler and began helping clients with general account services. While finishing her degree and working part time in our office, Allie also received her Health & Life Insurance License. She has since worked her way up in the firm and continues to expand her financial fluency with continuing education courses and earning designations such as her FSCP. Allie is now our Associate Financial Advisor, applying her wealth of knowledge in creating and coordinating financial solutions for our clients.