About Alison
Alison assists in managing client assets through portfolio implementation and rebalancing, retirement analysis, wealth transfer, and tax-loss harvesting. She works hand –in hand with the firm’s wealth advisors to create and implement comprehensive, long-term financial plans designed to help clients meet their most important goals.
Outside of work, Alison enjoys hiking, swimming, fishing, hunting, riding ATVs, and spending time with her family at their 85-acre property in Callaway County, Missouri. A native of St. Charles, Missouri, Alison and her husband have two children, Amanda and Ben, and a dog, Toby Mae.
Education and Professional Milestones
-Hickey Business College - administrative program graduate
-Has attended St. Charles Community College and the University of Missouri–St. Louis
-Has held roles with Clarity Financial Planners in St. Louis, Mason Road Wealth Advisors, and BWTP CPAs
Alison assists in managing client assets through portfolio implementation and rebalancing, retirement analysis, wealth transfer, and tax-loss harvesting. She works hand –in hand with the firm’s wealth advisors to create and implement comprehensive, long-term financial plans designed to help clients meet their most important goals.
Outside of work, Alison enjoys hiking, swimming, fishing, hunting, riding ATVs, and spending time with her family at their 85-acre property in Callaway County, Missouri. A native of St. Charles, Missouri, Alison and her husband have two children, Amanda and Ben, and a dog, Toby Mae.
Education and Professional Milestones
-Hickey Business College - administrative program graduate
-Has attended St. Charles Community College and the University of Missouri–St. Louis
-Has held roles with Clarity Financial Planners in St. Louis, Mason Road Wealth Advisors, and BWTP CPAs