Allison Karlsen

Allison joined Higgins Financial Advisors in 2022 and serves as our Office Administrative Assistant, managing a wide range of responsibilities with precision and professionalism. Her strong work ethic and deep understanding of the financial services industry make her an essential part of our team.

She works closely with clients every day, ensuring timely responses and smooth handling of account-related tasks. Allison manages core administrative functions, including client account openings, transfers and rollovers, phone support, filing, mail processing, and general office operations. She also oversees all check processing within the office to ensure secure, prompt delivery.

Allison lives in Canandaigua, NY with her husband Adam and their son Hunter.