Allison A. Alexander ,
CFP®, CPA, CDFA®
Allison is a co-founder and member of the Women’s Wealth Initiative committee, an internal panel that helps guide corporate efforts to empower, inform, and inspire women about financial issues. She has been involved in the financial services industry since 1985. 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 department for an insurance company in Chicago. Locally, she served as an accountant for a medical practice, and worked as a litigation support consultant.
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 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. She is a sustaining director of the Lyric Opera of Chicago Guild Board and an active member of the Winnebago County Medical Society Alliance. Allison has three children, Grace, Max and Jack. Among many interests, she enjoys reading, skiing, gardening, music, water sports and spending time in Lake Geneva, WI.
The best part of my job is helping my clients gain clarity and make informed decisions about their financial situation. A solid financial plan provides the peace of mind and confidence my clients need in order to enjoy life’s good times and tolerate the bad times. I especially enjoy working with multi-generations within the same family, and it’s a privilege to be their trusted advisor.
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.