Allison G. Lane, ChFC®
COO | Senior Partner
After earning her accounting degree at Meredith College in 2007, Allison joined Dixon Hughes Goodman in Richmond, where she specialized in individual and partnership tax returns, as well as audits.
Soon after joining Greenwood Financial Group in August 2009, Allison quickly earned the FINRA Series 6 and 63 licenses. She also earned Life, Health, and Property and Casualty licenses to fully service her clients’ insurance needs. In 2013, she completed the FINRA Series 65 to further address clients’ needs for fee-based accounts. Wanting to go further, Allison continued her professional pursuits, ultimately earning the Chartered Financial Consultant® designation in 2014 and the FINRA Series 7 in early 2015, which certifies her to work with individual stocks and bonds.
In her free time, Allison enjoys spending time outdoors with her husband, Matt, and their two sons, Sawyer and Walker. She likes running, spending time at the river, and trying new restaurants. She volunteers with the children’s program at her church and supports the Fellowship of Christian Athletes locally. Allison also supports The First Tee of Greater Richmond through Greenwood Financial Group’s annual golf tournament.