- 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, Executive Committee of Bill Few Associates, Inc.
Alison Wertz Advisory Team.
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.