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 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. 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. She is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. Prior to joining Savant, Allison 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 graduated with high distinction (top 10%) from the Kelley School of Business at Indiana University and earned a bachelor of science degree in accounting. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), and a Certified Divorce Financial Analyst® (CDFA®). Allison 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 serves as a board member of the Cedar Point Park Association in Williams Bay, WI and is an active member of the Rockford Garden Club, the Rockford Chamber of Commerce Lead 360, and the Union League Club of Chicago. Allison has three children, Grace, Max and Jack. Among many interests, she enjoys reading, skiing, biking, hiking, gardening, cooking, music, water sports, and spending time in Lake Geneva, WI.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.