A compassionate and friendly person, Allison Koenig is a natural fit on the Foster & Motley team. Joining in 2024, her curiosity and ambition drive her to excel in a collaborative environment where she can build meaningful relationships and deliver exceptional client service. Allison is genuinely interested in understanding each client's unique needs and is dedicated to finding effective financial solutions.

Allison graduated Magna Cum Laude from the University of Cincinnati with a Bachelor of Business Administration in Finance in Fall 2021. Excited to put her skills to use, she interned with a local bank, gaining hands-on experience that fueled her passion for financial services. After graduation, she began working in their private wealth division as an analyst, where she enjoyed helping clients manage their financial portfolios and was drawn to the personalized financial planning side of the business. This interest, coupled with the opportunity to work at a firm that shares her values, led Allison to join Foster & Motley.

Dedicated to professional growth, Allison earned her CFP® designation in September 2024. She is eager to continue helping clients achieve their financial goals by creating thoughtful, individualized plans that align with their needs and aspirations.

When she's not working, Allison enjoys exploring Cincinnati's diverse restaurant scene and searching for treasures at flea and vintage markets. A Cincinnati native, she's also a devoted Bengals fan and loves cheering on her hometown team.

Quick Facts:

• Bachelor of Business Administration in Finance, Magna Cum Laude, University of Cincinnati, 2021
• Earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation, 2024