Allison Marshall

Executive Assistant

Allison is an Executive Assistant with Summit Pointe Advisors, she joined the team in 2025. Originally from Ephrata, Allison attended YTI for Travel and Tourism where she met her husband, Corey. They are raising 2 daughters together (Morgan and Makayla), and a dog (Tyson). You’re most likely to find Allison at a softball field watching her daughters play, cooking/baking, kayaking, or reading. Allison also enjoys attending sporting events with her family. Her favorite part of the job is supporting the team by providing financial service to clients and learning about financial freedom.

  • Lives in Carlisle, PA
  • Hobbies: Cooking/baking, kayaking, reading
  • 6+ years financial service experience