Financial Advisor
Executive Vice President
- Alison Wertz is a CERTIFIED FINANCIAL PLANNER® professional and has obtained the Chartered Life Underwriter® designation
- Member, Bill Few Associates, Inc. Executive Committee
- Member, National Equestrian Federation of the United States
Alison is part of the
Alison Wertz Advisory Team.
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.
Contact Alison
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CLU® and Chartered Life Underwriter® Marks and terms are the sole property of The American College of Financial Services and are subject to all applicable state, federal, and international trademark laws.
CLU® and Chartered Life Underwriter® Marks and terms are the sole property of The American College of Financial Services and are subject to all applicable state, federal, and international trademark laws.
