Allyson Sitler

With over 18 years in the financial services industry, I bring extensive experience and a deep understanding of client needs.
I recently joined Marshall Financial Group through an acquisition. I am proud to be part of the team because of its unwavering commitment to client care and its reputation for professionalism in financial services. The values here align perfectly with my own, making it the ideal place for me to thrive professionally. Additionally, I appreciate the collaborative environment and the genuine dedication to putting clients first. The teamwork and shared commitment to delivering exceptional service make every day rewarding.
Finance and client service are part of my family heritage. My father, after a successful career in banking and finance, founded a mortgage brokerage company. Growing up, I was surrounded by discussions about investing and various financial services, which naturally sparked my interest and passion for this field.

The value that I bring to clients is that I believe my strength lies in listening rather than talking. I strive to deeply understand what each client hopes to achieve, allowing me to provide guidance and support in the most compassionate and effective manner possible.
A significant part of my role is helping clients feel comfortable and confident in the investment decisions they make with their advisor. I aim to simplify complex financial information and processes, ensuring clients feel empowered and informed about their financial futures.

Greatest extravagance (under $100): Professionally laundered, ironed and lightly starched sheets. Totally worth every cent.

Favorite Things:
Meal: Almost any type of Pizza, except pineapple. I will die on that hill.
Travel destination: I love to travel anywhere. Ushuaia, Argentina is on my bucket list.
Person: My husband and daughters are my favorite people in the world.
Pet: All my pets are my favorite but my very good rescue hound, Renn, is the most special to me.