Alison Whittington, CFP®

Alison -- Chicago

“No matter how intimidating the financial planning process may seem, it’s never as scary as you may think! And the worst thing you can do is continue to put it off!”


Communication comes easily for Alison. She grew up with six siblings and 50 cousins and was able to spend a lot of time with them over the years. It’s that relationship-building ability that aids Alison in her initial consultations with prospects and in building financial plans for clients that outline areas of strengths and weaknesses. She listens to clients’ wants and needs throughout the process, which enables her to deliver financial solutions they are comfortable with.

Alison is a graduate of the Kelley School of Business at Indiana University. Outside of the office, she enjoys horseback riding and finding places of natural beauty.

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