Portrait of Allie Kirkegaard

Meet Your Team

Allie Kirkegaard

Senior Operations Associate

About

Meet Allie

Allie Kirkegaard is a Senior Operations Associate for Capital Investment Advisors (CIA). She works closely with the Operations team to ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement. Allie is from Atlanta, GA. She graduated from The University of Tampa with honors, majoring in Philosophy and minoring in Business Administration as well as Law, Justice, and Advocacy. While at The University of Tampa, she co-founded and ran The Philosophy club for two years.

In her spare time, Allie enjoys creative writing, singing, cooking, traveling, and spending time with friends and family!

Ready to talk?

Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.

Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.