Financial Advisor, RBC Wealth Management
Q: Tell us about yourself.
A: Hi! I am Allison Jacobson, and I’m a Financial Advisor with RBC Wealth Management’s F.I.T. Wealth Management Group in Fargo. I grew up here, and while I didn’t always think I’d stick around, I truly wouldn’t have it any other way.
I graduated from North Dakota State University with a degree in business administration, with focuses in finance and entrepreneurship. I’m drawn to this work because I care about helping people make decisions that support the life they want, financially and personally. I enjoy digging into the details, creating a plan that fits, and walking alongside clients as they follow through on it. Outside of work, I love trying new activities, spending time outside, and enjoying everything a Midwest summer has to offer, especially when it includes good company, good food, or time on the water. Relationships are at the center of who I am. I’m a daughter, sister, dog mom, friend, and teammate. Each of those roles brings out something different in me and helps keep me grounded in what matters most. They remind me why I do the work I do and the kind of person I want to continue becoming steady, present, and always growing.
Q: Who has been the most influential mentor in your life, and why?
A: Some of the most impactful mentors in my life have guided me through different seasons, each offering something unique. My parents, Brady and Carrie Jacobson, have been constant role models, teaching me the value of hard work, staying grounded, and being someone others can rely on. Their support has shaped how I carry myself in every area of life. More recently, my team member Brett Winkelman has become a mentor in my professional world. As a financial advisor, he leads with structure and clarity. Earning his trust took time, but it made his guidance even more impactful. He’s helped me grow more confident and intentional in my role. During high school, my religion teacher, Bob Noel, helped me build the confidence to speak openly about what I believe and encouraged me to continue learning about my faith. Amy Kippen, my youth leader growing up, was another mentor in my faith life. She created space for me to grow spiritually and helped me stay rooted in what matters most.
Q: What community issue do you feel deserves more attention?
A: Mental health for adults and young adults deserves more attention. This age group faces pressure from careers, finances, and life transitions—often without the support or resources to manage it. Many struggle silently due to stigma or lack of access, which can impact every part of their lives.
Prioritizing mental health isn’t optional—it’s essential for building strong families, workplaces, and communities. When people have the tools to take care of their mental wellbeing, they show up more fully in every area of life. We need to normalize asking for help and invest in resources that make mental health support accessible for all.
Q: What’s the best advice you’ve ever received?
A: “Work with intention, not just momentum.” Hard work has come naturally to me. I’ve never been afraid to show up, stay committed, or take on a challenge. But that advice helped me think more intentionally about how I direct that effort reminding me that it’s not just about doing more, it’s about doing what matters. Having a clear “why” behind what I take on gives me direction. It helps me prioritize what aligns with my values and let go of what doesn’t. It keeps me grounded when things get busy and gives me a sense of peace knowing my energy is going toward something that feels meaningful.
This mindset has shaped the way I move through both work and community involvement. I’m still just as driven—but now there’s a sense of clarity behind it. I care about being thoughtful with my time, making space for the things that truly matter, and staying connected to a bigger purpose through it all.
Q: Why is our local United Way important to you?
A: The local United Way is important because it brings people and resources together to solve real, local issues. By focusing on education, financial stability, and health, it creates long-term impact across the community. United Way listens, responds, and builds partnerships that help individuals and families thrive. It’s a trusted connector that strengthens the place we all call home.
Q: What is a hope you have for our community?
A: I hope my community continues to grow in its ability to respect and value one another’s differences. Whether it’s background, beliefs, or life experiences, we all bring something unique to the table. Even when we disagree, approaching those conversations with empathy and respect is what leads to real connection. Healthy differences make us stronger; they challenge our perspectives and help us grow. We don’t have to agree to show kindness. My hope is that we continue building a community where people feel seen, heard, and supported, and where diversity of thought and experience is embraced as something that brings us together.
