Investment Adviser Representative, Financial Services Representative
ChFC®, CASL®, LUTCF®
As a third-generation Financial Services Representative and Investment Adviser Representative, Alyson’s commitment to risk management solutions runs very deep. After graduating from the University of Texas with a Bachelor of Science degree in Economics, she spent her early years in public service in Washington, D.C. Alyson transitioned to the financial services field in 1997, because she saw a need and strongly believes that everyone deserves a financially sound future.
Alyson took her passion a step further by becoming actively involved in the National Association of Insurance and Financial Advisors (NAIFA). The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. After a very short time in the industry, she realized the importance of being an advocate, when federal legislation could adversely affect the welfare her clients. After serving on numerous committees within NAIFA, Alyson served as President of the Houston Chapter from 2007-2008, and was inducted into the NAIFA Hall of Fame in March 2016. She has also served as a board member of Society of Financial Service Professionals- Houston Chapter.
Alyson is a qualifying member of the Million Dollar Round Table and is a past consistent Leaders Conference Qualifier, most recently in 2016, which is a company honor awarded annually to those who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs. Alyson’s tenure includes over 4 years in management as an Agency Sales Director. She has also completed the Advanced Facilitators Speaker’s Training for MetLife’s PlanSmart Retirewise Series™, where she provides holistic financial education at the workplace to help employers meet the diverse financial needs of their employees and increase employee appreciation of their benefits packages.
Alyson completed her LUTCF designation her first two years in the business and holds the CASL® and ChFC designations. She is an Investment Adviser Representative of MML Investors Services, LLC. holding FINRA series 6, 63, and 7 securities licenses as well as the Group 1 Life, Health and Variable Insurance licenses. She is licensed to sell insurance and securities in the state of Texas, Louisiana, Alabama, Arkansas, South Carolina, Colorado, and California.
Her works reflect her personal and financial principles. Her key areas of focus are small business owners, large corporate employees and executives, as well as personal family planning, which includes all phases in life’s journey: job changes, marriage, birth of a child, loss of a spouse, and retirement income planning. More importantly, her professional relationships center on those who are committed to improving their financial future. Alyson is proud to call herself a life-long Texan and loves helping her clients.
- Insurance Strategies
- Business Owners
- Investment Strategies (Reg. Reps Only)
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Risk Management Strategies
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA's BrokerCheck