Allison Patella, CFP^®

Allison Patella serves as director of business development at Frontier Investment in the Austin office. She has worked in wealth management since 2014. She began her career supporting financial advisors at Merrill Lynch and UBS. She then joined Dimensional Fund Advisors as a Regional Director consulting with financial advisors across the country on investments, messaging, and business strategy. Allison is a CFP® practitioner.

While her background is in investment management, Allison’s passion lies in financial planning. She enjoys working with clients to understand what is important to them and translating that into a financial plan that aligns with their values.

Allison graduated from The Catholic University of America in Washington, D.C. with a BSBA in International Economics and Finance. She lives in Lakeway, Texas with her husband and son. On the weekends you can find her cheering on Penn State, trying something new on the Big Green Egg, or working on her pickleball game.