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Our Team
James R. Miller, CFP®
Benjamin E. Birken, CFP®
Joseph M. Marques, CFP®
Allison Palmer, CFP®
Austin Brown, CFP®
John Day, CFP®
Veronica Pflueger
Maggie S. Wilkins
Allison Palmer, CFP®

Ms. Palmer joined the firm in 2015 as a Financial Planning Associate. A CERTIFIED FINANCIAL PLANNER ™ professional, she received a Bachelor of Science degree in Applied Economics from Virginia Tech specializing in personal financial planning. She is a member of the National Association for Personal Financial Advisors (NAPFA), an organization of fee-only financial planners, and the Durham-Orange Estate Planning Council. In addition, she is active in the Financial Planning Association and a local Toastmasters club.

Allison began her career in the profession in 2011 with another local planning firm, assisting advisors and preparing comprehensive financial plans for clients.

Client Focus: Working with the lead advisor to help clients harness the power of financial planning and creating an action plan for each unique client to achieve both their life and financial goals.

Life Focus: Spending time with family and friends, exploring new finds in the Triangle, and keeping busy on the local running trails.