Hermitage Wealth Management, a financial planning firm announced the successful recruitment of Allison Francisco of Richmond, VA., with over 7 years’ experience as a third-party administrator in the retirement plan industry.
Allison graduated Summa Cum Laude with a Bachelor of Arts from the University of Mary Washington in 2012, and she received her Qualified 401k Administrator credential (QKA) in 2021. She is an active member of the Central Virginia Employee Benefits Council and held a position on the board of directors for four consecutive years.
Allison possesses critical knowledge about the technicalities associated with retirement plans and will focus her efforts on providing firm clients with expert support, with a particular focus on strategic plan outcomes.
“We are thrilled to welcome Allison to the Hermitage Wealth Management team. Allison chose to join our firm because of her genuine desire to work directly with clients to enhance their retirement plan offering. She will be a great addition to our team that devotes themselves to helping clients become better fiduciaries,” said J. Cory Hoffer, MS, CFP®, AIF®, C(k)P™, President of Hermitage Wealth Management.
Allison said, “I chose to affiliate with Hermitage Wealth Management because I had witnessed first-hand their devotion to client-service. I knew that we shared this value, and that by entering into a client-facing position with Hermitage Wealth, I would be in a role that would ensure that I provide each and every client with the highest possible level of service.”
About Hermitage Wealth Management
Hermitage Wealth Management is a wealth management firm providing ‘Timeless Solutions’ that are consistently and sincerely focused on clients’ goals and objectives. For more information, please visit www.hermitagewealth.com