As an Associate Wealth Advisor, Ally has a strong understanding of HBE’s investment philosophy, processes, and procedures. She is well-versed in core wealth management principles and the firm’s financial planning capabilities. In her role, she supports Wealth Advisors in delivering a high-quality client experience by developing financial plans, preparing meeting materials, and documenting key discussion points and follow-up actions. Ally also contributes to portfolio management efforts, including coordinating with the trading team on 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 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 April of 2026, Ally became a CERTIFIED FINANCIAL PLANNER® professional, meeting the CFP Board’s rigorous standards for education, examination, experience, and ethics. CFP® professionals take a holistic, personalized approach to aligning all aspects of a client’s financial life and are committed to acting as fiduciaries, always prioritizing clients’ best interests.
In her free time, Ally enjoys spending time with family and friends, running, traveling, and cheering on the Huskers.