Allison Brown, CPA, MBA
Allison Brown is a Certified Public Accountant, and is a member of Ed Slott’s Elite IRA Advisor group. She has a Master’s in Business Administration in Finance and Marketing from the University of Chicago, a top-ranked business school. As a student at Chicago, Allison received an award for Outstanding Contribution to the Graduate School of Business. In addition to the MBA, she has a B.S. in Finance from the University of Maryland, College Park. Allison has over 20 years’ experience in business, including many years with both for-profit companies and a non-profit association. In addition, Allison spent several years as a Controller in the Federal government and as a consultant with the State of Maryland government.
Allison is the owner of BrightPath Retirement Solutions. BrightPath Retirement Solutions specializes in estate and retirement planning, and as such helps transition a client from wealth accumulation to wealth preservation and income planning during retirement. As a CPA, Allison uses her knowledge of the tax code to ensure plans are tax-friendly, and as an Ed Slott Elite IRA Advisor she specializes in maximizing retirement assets and helps ensure smooth transition to heirs at the appropriate time. She works with clients in Maryland, Virginia and Florida.