Allie N. Hovis

As the Practice Manager, Allie helps to manage the efficiency and impact of the business day to day. She serves as a primary resource for clients in relation to their customized retirement planning implementation, new business placement, compliance requirements and ongoing servicing requests. She proactively works with specific clients during the implementation phase of their work with Chuck. Allie prides herself on responsiveness and is available to field client questions in real-time, delivering high quality service to all retirement clients of the business. She manages daily workflows, coordinates with Chuck on new clients, processes investment business and new fund transfers supporting client needs to achieve their goals and objectives.