
Allie Peckham
Operations and Risk Manager
I grew up in Apple Valley, MN, and attended the University of St. Thomas, where I earned a degree in Marketing with a minor in Communications and Journalism. During college, I had the opportunity to study abroad in Australia—an experience that broadened my perspective and sparked my love for exploring new places and cultures.
Since joining the team in 2017, I’ve enjoyed building meaningful, long-lasting relationships with our clients and helping ensure that every aspect of their experience is seamless and positive. Over the years, my role has evolved to include expanded compliance and operational responsibilities, allowing me to support the team in maintaining efficient processes, implementing best practices, and consistently delivering exceptional service across all areas of the business. This growth has given me the chance to contribute in multiple ways, from behind-the-scenes operations to client-facing interactions, and has deepened my understanding of what it takes to provide an outstanding client experience.
Outside of work, I love spending time with family and friends, checking out new restaurants, and traveling whenever I can. My husband, Greg, and I live in Chanhassen, MN, with our dog, Axel. On weekends, you can usually find us on the golf course, cheering on our favorite sports teams, or planning our next trip.
As a team, our mission is to enhance the quality of our clients’ lives and bring prosperity and blessings to those we serve. Personally, I’m dedicated to making sure every client feels valued and supported, ensuring that every interaction reflects the care, professionalism, and attention to detail they deserve.

Contact Information
(612) 324- 0240
333 South 7th Street, Suite 2370
Minneapolis, MN 55402
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