Allyson B. Hauss

Candidate for CFP® certification

Associate Financial Planner

My passion is helping people, whether it be through encouraging, educating, or giving financial advice. While working and volunteering in the financial community, I have witnessed many success stories: students getting out of debt, young couples planning for their future and developing good financial habits, single women achieving financial independence, and families reaching goals and being able to give back.  My life is richer when I have had the opportunity to be a small part of those achievements.  Having been a young single with dreams, a stay at home mom making ends meet, and a working mom juggling responsibilities, my desire is to offer financial planning for each individual based on their goals and values.

I obtained my degree in Finance and Investment Management from the University of Alabama, have a Masters in Christian Education, and an Executive Certificate of Financial Planning. I passed my CFP® examination in 2015 and am a candidate for the CFP® certification. 

Although financial planning and money management can seem complicated, it does not have to be. I enjoy working with clients to give them unbiased, objective advice while helping them steward their resources in a meaningful way.



Schedule a Meeting with Allyson Hauss - Associate Advisor