Allisyn Lambert
Retirement Plan Consultant & Financial Advisor
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Allisyn joined The Richards Group in 2016, and as a Retirement Plan Consultant, works with employers as a co-fiduciary to provide robust retirement plan benefits. Her focus is twofold; helping their workforce prepare for retirement, while also protecting the needs of the employer and their budget. She assists clients in satisfying their fiduciary responsibilities by analyzing their overall plan design, investment offerings, fee benchmarking, plan operations and participant outcomes. Helping participants with their financial wellness through onsite and virtual education initiatives is a key priority and passion of hers. She is also a Financial Advisor, and provides individual wealth management services with a focus on analyzing your resources to help make your income sustainable throughout retirement. Allisyn holds FINRA Series 6, 7, 63, and 65 Securities licenses, along with the Vermont Life & Health license. In addition, she has obtained the Accredited Investment Fiduciary AIF® designation and is a National Social Securities Advisor certificate holder.