Before joining Botsford Financial Group, Allyson attended Baylor University School of Law where she concentrated her studies in Estate Planning. Allyson received her juris doctorate in 2014 and was admitted to the State Bar of Texas that same year. Prior to law school, Allyson attended Tulane University where she received her Bachelors of Science in Management. Additionally, Allyson currently holds her Series 7 registration through LPL Financial and 66 registration through LPL Financial and Stratos Wealth Partners as well has her Texas Insurance license.
Based in our Frisco, Texas office, Allyson’s primary role at Botsford Financial Group is serving as a Relationship Manager and Estate Planning Coordinator for many of our clients. In this role, she assists clients with designing and implementing an estate plan, retirement planning, investment strategy, service related requests and ongoing monitoring of their assets. In addition, Allyson keeps abreast of ongoing legislative changes in the Estate Planning arena. She is an active member of the Estate Planning Council of North Texas.
When Allyson is not working with clients, she enjoys spending time with her family and close friends. She lives in Plano, Texas with her miniature labradoodle, Bailey. Allyson is an avid Dallas Mavericks fans and loves to catch as many games as she can. She also enjoys participating in various 5k and 10k races across the Dallas/Ft. Worth area.