CFP®, CPA, CDFA®
Financial Advisor / Member Owner
"I think of my clients as extended family, and I help them make informed decisions about their financial situations. They deserve the clarity, peace of mind and confidence that comes with having a solid financial plan in place. It's a privilege to be their trusted advisor."
Allison is a financial advisor in Savant’s Rockford, IL and Chicago Loop offices. She has a membership interest in Savant.
Allison specializes in working with people undergoing significant transitions, e.g., retiring, losing a spouse, experiencing divorce, or selling a business. She helps each client create their “new normal” and become comfortable with a new comprehensive financial plan.
As a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and Certified Divorce Financial Analyst® (CDFA®), Allison is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Allison has been involved in the financial services industry since 1985. Prior to joining Savant, she gained financial reporting experience in public accounting and private industry. After her tenure at a “Big Eight” firm, she managed the financial reporting team for an insurance company in Chicago.
Allison is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She is a member of the American Institute of Certified Public Accountants, the Illinois Certified Public Accountant Society, and the Institute of Divorce Financial Analysts.
Allison is an active member of the Rockford Garden Club and the Union League Club of Chicago. She graduated with high distinction (top 10%) from the Kelley School of Business at Indiana University and earned a bachelor of science degree in accounting.
Allison has three children, Grace, Max and Jack. Among many interests, she enjoys reading, skiing, biking, hiking, gardening, cooking, music, and spending time with family and friends in Lake Geneva, WI.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.