Executive Vice President
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 in Cecil Township with their son, Jamison, and daughter, Kendall. Alison competes in regional hunter/jumper equestrian events and tends to her perennial flower gardens.
- Alison Wertz is a Certified Financial Planner™ professional and has obtained the Chartered Life Underwriter® designation.
- Member, National Equestrian Federation of the United States
- Member, Board of Directors of Bill Few Associates
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP®(with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.