Allison Thompson expertly leverages her dynamic blend of financial and legal expertise to help clients navigate succession planning and complex matters like synthetic equity. The best part of her work comes from the unique relationships she builds with clients.

After graduating from Arizona State University with an undergraduate degree in Business and law concentration in just three years, Allison made the cross-country move to Oregon without ever having visited the state before, highlighting her sense of adventure and drive. Her enriching career journey, from time as a Northwestern Mutual financial representative to an estate planning legal assistant, has given her the necessary insight into the emotional aspects of selling, merging, and transitioning within the financial industry.

Allison embraces the vast opportunities of the Pacific Northwest by traveling, adding to her impressive record collection, and attending live music events. A passionate hockey fan, she still hasn’t recovered from the Arizona Coyotes’ move to Utah; other sports she loves include boxing and weightlifting.

She can also be found gaming, building massive LEGO sets, cooking (especially yellow curry), and playing with her feline friend Mister Boots. While sharpening her Spanish skills, she aims to learn Hebrew in the future, motivated by a love for language. Allison strives for excellence in everything she dedicates herself to, whether baking her signature raspberry muffins or assisting clients through complicated transitions.