Retirement by Design

Presented by Allison Kruse

Registration requested.

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Retirement by Design

About Allison Kruse: Having the fortune to work in banking for over 25 years, the pandemic emphasized the need to re-evaluate my priorities. My banking career was very rewarding; however, after working remotely for 15 months, I realized that my 3-hour commute took me away from the important things to me: family, friends and community.

I made a slight turn in my career to being a financial advisor. As a banker, my favorite part of the job was training. It provided me the opportunity to create a plan and work with others, showing them a better way to do their job or learning something new to make their daily tasks more efficient. This translates easily to being a financial advisor where my primary goal is to help investors develop and build an investment strategy geared toward their unique, long-term goals.

My career as a financial advisor provides me the balance of a rewarding career along with the ability to create a fulfilling lifestyle. Now, I can enjoy spending time with close friends and family, going to the beach and visiting local restaurants and wineries!

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