As an Associate Wealth Advisor at HBE, Ally has developed working knowledge of the HBE investment philosophy, processes, and procedures. She has a knowledge of wealth management concepts and the firm planning capabilities. She has the opportunity to support the Wealth Advisors through client experiences by developing financial plans, preparing meeting materials, and taking notes to summarize discussion points and follow-up tasks. Ally also assists with basic portfolio management responsibilities such as communicating with the team designated for trading, rebalancing, and implementing investment strategies.
At the start of her college career, Ally joined HBE and worked as an intern for the entirety of her four years. She was fortunate to work in multiple departments at the firm before settling with her favorite, wealth management. After graduating from the University of Nebraska-Lincoln in May of 2022, she joined the wealth team full-time. She received a bachelor’s degree in Business Administration with a major in Finance. In February of 2022, Ally passed the Uniform Investment Advisor Law Examination, also known as Series 65, which covers topics that are necessary to understand in order to provide qualified investment advice to clients. Ally is currently working toward earning the Certified Financial Planner (CFP®) certification. In her spare time, Ally enjoys spending time with family and friends, running, cheering on the Huskers, and traveling.