Allyson Peltier is Co-Founder and Director of Operations of Well-Being Wealth Strategies. As Director of Operations, Allyson is dedicated to ensuring that our team has the tools in place to achieve our mission of helping you protect your future and grow your wealth so that you may live confidently. In collaboration with leadership and strategic alliances, Allyson creates and implements support solutions and processes that allow for efficient execution of daily tasks so that we can focus on client needs first.
With 10+ years’ experience in a sales or operations role combined with her strong desire to help others and her “always be prepared” mentality, it was a natural progression for Allyson into the financial services industry. Her favorite part of her professional life is helping those who help others.
Very aware that our busy lives and mounting “to do” lists force us to focus on the day-to-day and rarely on the matters of the future, Allyson strives to build an environment at Well-Being Wealth Strategies that makes it easy for clients to do both.
Allyson holds bachelor’s degrees in Marketing and Real Estate from the University of St. Thomas. She currently resides with her husband, Dustin, and their two daughters in the Minneapolis area. Allyson enjoys going on family adventures, traveling, cooking, and reading.