Allie De Graaf

Allie joined Peak Planning Group in 2024 and works closely with clients to build thoughtful financial plans and help them make confident decisions about their financial lives. As a financial advisor, she enjoys getting to know each client’s unique situation and turning the many pieces of their financial picture into a clear, practical plan. She also conducts investment research and helps develop and implement investment strategies. In 2026, Allie earned her CERTIFIED FINANCIAL PLANNER™ certification, reflecting her commitment to continuing to grow as an advisor and provide excellent guidance to clients.

 An alumnus of the College of William & Mary, Allie graduated with a degree in International Relations in 2013 and was inducted into Phi Beta Kappa in 2012. Her professional journey began in Washington, D.C., as a strategy and operations consultant for federal government clients before expanding into defense and intelligence roles that took her across Africa and Europe, including a memorable visit to Algeria.

 Allie lives in Hendersonville with her husband, Brandon, and their children, David and Eleanor. Outside of work, she enjoys spending time outdoors, reading, touring historic homes, and visiting local wineries.