Financial Insights

Advisory Team: Alison Wertz
Alison F. Wertz

Alison F. Wertz, CFP® CLU®

Alison came to the firm in 1996 after graduating from Michigan State University where she earned a bachelor’s degree in agricultural business.  As a financial advisor, she provides her clients with expertise in the areas of wealth management, insurance, tax planning, and estate planning. Alison and her husband, Mike, reside on a 12-acre horse farm […]

Mia Kovacs, CFP®

Mia Kovacs, CFP®

Mia started in the financial services industry in 2010 and joined Bill Few Associates in 2015.  She earned her bachelor’s degree from the University of Pittsburgh, graduating summa cum laude. Mia takes a holistic approach to the financial planning process, helping clients achieve their individual goals in consideration of their entire financial picture.  She understands […]