Lee joins Allen Trust Co. as financial planner

By: 91视频 Staff//February 22, 2016//

Lee joins Allen Trust Co. as financial planner

91视频 Staff//February 22, 2016//

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ps_lee_allison_grebe — Allison Grebe Lee

FINANCIAL SERVICES

Allen Trust Co. has hired Allison Grebe Lee as a financial planner. She will develop and manage all aspects of the firm鈥檚 financial planning services. Lee previously worked in the investment consulting industry, providing business development and marketing services for more than 10 years. She can provide clients with services ranging from instruction in basic financial literacy and budgeting to assistance with complicated tax situations and retirement plans.

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