Alison F. Wertz, CFP® CLU®

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

412-630-6000 phone



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.