Allison A. Alexander
CFP®, CPA, CDFA®
Allison is a financial advisor in Savant’s Rockford, IL office and a member of the Advisory Team. She is a co-founder and member of the Women's Wealth Initiative committee, an internal panel that helps guide corporate efforts to empower, inform, and inspire women about financial issues. She previously co-founded the impetus behind Savant's Women's Wealth Initiative, Savvy Women, a group created to educate and empower women to establish and maintain their financial independence. Allison is responsible for managing all aspects of the financial planning and investment process for Savant's clients. She regularly meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Allison has been involved in the financial services industry since 1985. Prior to joining Savant, she gained financial reporting experience in public accounting and private industry. After her tenure at a “Big Eight” firm, she managed the financial reporting department for an insurance company in Chicago. Locally, she served as an accountant for a medical practice, and worked as a litigation support consultant.
Allison graduated with high distinction (top 10%) from the Kelley School of Business at Indiana University and earned a bachelor of science degree in accounting. She is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant (CPA), and Certified Divorce Financial Analyst® (CDFA®). She is a member of the American Institute of Certified Public Accountants, the Illinois Certified Public Accountant Society, and the Institute of Divorce Financial Analysts.
Allison is president of the Winnebago County Medical Society Alliance and an active member of the Rockford Garden Club. She serves as a director on the Lyric Opera of Chicago Guild Board and the Cedar Point Park Association in Williams Bay, WI.
Allison has three children, Grace, Max and Jack. Among many interests, she enjoys reading, skiing, gardening, music, water sports and spending time in Lake Geneva, WI.
Allison joined Team Savant in February 2015.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.