Allison Schoppe

Client Service Associate, Dallas

Allison Schoppe is a Client Service Associate, managing client needs, supporting day to day operations, and serving as a primary point of contact. Her role includes coordinating client onboarding and ongoing requirements, delivering personalized service, and ensuring efficient, accurate execution of client requests.

Before joining Versant, Allison worked at Reliance Financial Partners as a Client Solutions Specialist, where she assisted advisors with client onboarding and account openings, servicing needs, money movement, account transfers, and daily operational support.

Allison is originally from Houston, Texas, and earned a Bachelor of Arts in Interdisciplinary Studies from the University of Texas at San Antonio. Now living in Dallas with her fiancé and two dogs, she enjoys cheering on the Texas Longhorns, staying active, exploring new places around the city, and spending time with family and friends.