|
Alison F. Wertz CFP®
Alison Wertz brings over 13 years of financial advisory experience to her clients. She came to the firm in 1996 after graduating from Michigan State where she obtained a Bachelor of Science Degree in Agricultural Business. As a financial Consultant, Alison provides her clients with expertise in the areas of wealth management, tax planning, and estate planning.
- Vice President
- Certified Financial Planner Professional
- Licensed Life Insurance Agent
- Co-Chair of the 2004 Family House Polo Sponsor Event
- Member, National Equestrian Federation of the United States
Alison and her husband, Mike, reside on a twelve-acre horse farm in Cecil Township with their son Jamison. In her spare time Alison competes in regional hunter/jumper equestrian events and tends to her perrenial flower gardens.
Alison can be reached by or by calling the Pittsburgh, PA office at 412-630-6000.
« Other Consultants
|
 |
Alison F. Wertz CFP®
View articles written by Alison
- 2002 Year-end Tax Planning »
- The Basics of Bonds »
- Saving for Retirement Can Be Simple »
- Back to School Already »
- Faith »
- Got Debt? »
- Love is in the Air »
|
