Alison is a Financial Advisor and Chartered Retirement Planning Counselor (CRPC®) dedicated to helping individuals and institutions work toward long-term financial security. She holds both a bachelor's degree in insurance and finance and a Master of Business Administration (MBA) from the University of Hartford. She's licensed in Connecticut for property and casualty, life, accident, health, and disability insurance, and maintains securities registrations with LPL Financial, LLC, including Series 7 and Series 66 licenses.
Alison began her career at Marsh, Inc., where she served as a property and casualty insurance broker providing risk management services to Fortune 1000 companies. This experience gave her a strong foundation in assessing risk and developing tailored solutions for complex financial needs. Today, she leverages that expertise to deliver comprehensive financial planning services, including retirement income strategies, estate planning, asset management, and debt reduction.
In addition to financial planning, Alison represents leading insurance providers offering annuities, long-term care, life, disability, and health insurance. Her approach integrates investment strategy with risk management, helping clients navigate the retirement planning process, address multiple financial objectives, and work toward building sustainable wealth.
Alison lives in the Farmington Valley area with her husband and son. She's passionate about health and wellness, and in her spare time, she enjoys helping individuals unlock their full potential both inside and outside the gym. With years of experience in personal training, group fitness instruction, and nutrition coaching, she's guided clients of all ages toward healthier, stronger, and more confident lives. One of her greatest passions is mentoring teenagers.
Through strength training, she helps young athletes and non-athletes alike build confidence, resilience, and discipline. By teaching them how to properly fuel their bodies with balanced nutrition, she empowers teens to develop healthy habits that last a lifetime. She believes that when people learn to move well and nourish their bodies, they gain the tools to thrive in every area of life.