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Allie Brodie

Allie Brodie

Client Services Associate

336-568-3476

abrodie@financialguide.com

Financial planning has been part of my life for as long as I can remember — a thread woven through generations of my family and something that has always felt inherently familiar to me. After spending ten years in the corporate environment, I gained meaningful experience supporting enterprise organizations globally. Looking back on each chapter of my career, a clear pattern emerges I am at my best when I am supporting people through the pivotal moments of their lives. As a member of the On Belay team, it feels like a homecoming — giving me the opportunity to walk alongside individuals and families as they navigate their goals, hopes, and next steps in life.

 

I am a graduate of the University of North Carolina at Asheville and went on to earn my Master of Arts in Communication from Johns Hopkins University. Today, I share life’s adventures with my husband, Matthew, and our dog, Boone, in Oregon. We spend much of our time exploring the outdoors — rafting blue‑ribbon water, skiing Cascade volcanoes, hiking old‑growth forests, and camping throughout the West. And when not outside, we also enjoy cooking, discovering new cuisine, and traveling.

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