Alli is a Planning Associate for Cornerstone who is passionate about bridging the gap between financial planning and tax services. Prior to jumping into financial services, Alli worked at a CPA firm and as a tax specialist helping prepare tax returns for financial advisors and their clients. Her strengths include geeking out over organization, diving into details, and standardizing processes.
She received her Bachelor of Science in Applied Business Management from Brigham Young University–Idaho along with an accounting certificate. Alli also holds the Series 7 and Series 66 securities registrations. In addition, she is a Life, Accident, and Health Insurance Producer and an Enrolled Agent. Her current career goal is to become a Certified Financial Planner™.
Alli spent much of her formative years in the western states including Washington, California, Utah, and Arizona, but currently lives in the southern part of Indiana about 20 minutes north of Louisville, Kentucky. If you're ever in town, she recommends Huber's Farm for some family fun.
A typical homebody, Alli's hobbies include studying like the nerd she is, reading personal development books, doing home workouts, and spending time with her husband, Randy, and their 3 kiddos - Emmalyn Rose, Jamison Jay, and Oliver Bowie.
Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.