Alison joins the Sapers & Wallack Wealth Management team from her home in Gig Harbor Washington after more than 15 years of industry experience handling account openings ranging from estates, trusts, foundations, retirement accounts, and business/corporate accounts.
Prior to joining Sapers & Wallack she was hired as a back-office expert to help two CPAs launch their own investment advisory firm, Pacific Asset Management.
Alison has in-depth experience constructing portfolios and long-lasting financial plans that focus on individual equities, ETF, and MF for long term investments. She received a Bachelor of Science in Organizational Leadership from Purdue University.
Gardening, hiking, bike riding, anything on or near the water,
Helping treatment and recovery centers to help women recover and get back into life!
My 2 amazing daughters.
Favorite Vacation Spot: