1. EachPod

Greenway Profiles - Allie

Author
Greenway Wealth Advisors, LLC
Published
Wed 29 Jan 2025
Episode Link
https://www.greenwaywealth.com/

Making Margin Podcast
Episode 57 - Greenway Profiles - Allie

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. 

Meet the voices behind this episode of Making Margin:

Welcome to part 3 of our series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. Next up is Allie, who serves as our director of client experience.

  • Tell me about your background. Where are you from? Where did you go to school? 
  • What was your first job?
  • Consistent challenges among people who walk into our office
  • Who is your role model for retirement?

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