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Allie Houston CFP®

Allie Houston CFP®

Associate Advisor

(913) 386-7817

allie@dogwoodwm.com

As an Associate Advisor at Dogwood Wealth Management, my primary responsibility involves gathering essential financial facts from clients and collaborating closely with lead advisors to develop personalized financial solutions tailored to each client's unique needs and goals. Before embarking on my career, I earned a Bachelor of Science in Personal Financial Planning from Kansas State University. Recently, I studied for and passed my CERTIFIED FINANCIAL PLANNER™ exam.

My passion lies in helping individuals and families understand their unique financial picture, enabling them to plan for both their needs and their wants. One of my earliest memories of money is when my grandfather would give me a dollar every time he saw me as a child. I would joyfully place my dollar bill in my wallet and excitedly count my bills until I had saved enough to buy the new farm animal I had been eyeing at the local farm and ranch supply store. Ever since then, I've had a "saver" mentality.

It was during my college years that I learned how to combine my passion for helping people with financial planning. In 2022, I had the honor of representing K-State in the Financial Planning Competition organized by the Financial Planning Association, where my team proudly took second place.

Originally from Americus, Kansas, I now reside in Lenexa. In my free time, I enjoy all things nature, watching a good movie with a bowl of popcorn, and spending quality time with friends and family.