Follow Allie

Allie Long

Sr. Client Experience Associate

My daughter arrived three weeks premature and experienced significant health challenges. During her six-week hospital stay, I faced an unexpected learning curve for which I was completely unprepared. Between navigating doctor appointments, medical bills, and seemingly endless tests, there just wasn’t much time for anything else. Thankfully, she is thriving now, but this experience gave me an even deeper empathy for the financial surprises that our clients often face.

I understand now more than ever that financial lives aren’t always linear, and surprises happen. During these times, I enjoy using my skills and knowledge to help our clients navigate those times. I believe we have succeeded when we earn our clients’ trust by being there for them in those unexpected moments when they need us most, and I look forward to sharing many more experiences with our “client families” as both my career and my own family grow.

Experience & Qualifications

Prior to Quantum, I was a Client Service Associate at Abacus Wealth Partner for five years, heading up new employee training and leading a range of projects focused on improving the client experience. Previous to that, I was a Program Lead for a national education corporation managing a tutoring center for high school students.

I earned the Financial Paraplanner Qualified Professional(SM) (FPQP(R)) designation from the College for Financial Planning in 2018 and a BS in Mathematics with a minor in Economics from Chapman University.

Our Quantum Advantage

I love the people who are founding Quantum with me. I trust them; I know they’ll have my back, and they know I’ll have theirs. To me that’s the definition of teamwork. We take that same approach on behalf of our clients. I’m passionate about behind-the-scenes operations, and enjoy proactively creating the necessary systems, processes, training, and communication systems to ensure that all things run smoothly and that no balls are dropped for our clients. Our clients are like family to us, and we work hard to help them feel comfortable relying on us.

Outside of Work

I enjoy spending time with my husband and daughter playing games, and solving puzzles as often as possible. Like many parents of toddlers though, my favorite pastime is to get a full eight hours of sleep.