PITTSBURGH, Pa., (January 19, 2017) — Bill Few Associates, Inc. announces the election of Alison F. Wertz, CFP®, CLU®, to the company’s Board of Directors. Alison Wertz is a Senior Vice President and financial advisor at Bill Few Associates, Inc. With more than 20 years of experience, she offers comprehensive financial planning and investment advice to individuals, families and businesses.
Bill Few Associates, Inc. president and chief investment officer, Mike Kauffelt commented: “Our partnership warmly welcomes Alison as a new Board Member. Alison possesses strong leadership qualities and a deep understanding of the many facets of wealth management and the financial planning industry. Our company and Board will benefit from her judgment and wisdom.”
“I am pleased to join the Board of Directors,” said Alison Wertz. “It is a commemorative time for Bill Few Associates, as we begin our 30th year. I look forward to serving with my fellow directors toward the Company’s continued success.”
Alison Wertz joined Bill Few Associates, Inc. in 1996 after graduating from Michigan State University. She is a Pittsburgh native who resides on a 12-acre horse farm in Cecil Township with her husband and children.
Bill Few Associates, Inc., founded in 1987, is an independent, fee-based, wealth management firm that provides comprehensive financial planning and investment services for individuals and businesses. Bill Few Associates employs 35 in its North Hills and Mt. Lebanon office locations in Pittsburgh.