Alli is a Staff Accountant and Financial Planner at Cornerstone Advisory Group who is passionate about connecting tax strategy and financial planning to help clients make informed financial decisions. With a background in both public accounting and financial services, she brings a unique perspective that bridges the gap between proactive planning and tax compliance.
In her role at Cornerstone, Alli works with individuals and families to support both their tax and financial planning needs. She enjoys helping clients understand how today's financial decisions can impact their long-term goals and believes that thoughtful tax planning is an essential part of a well-rounded financial plan. Her attention to detail and commitment to continuous learning allow her to provide clients with accurate, personalized guidance and an exceptional client experience.
Alli earned a Bachelor of Science in Applied Business Management from Brigham Young University–Idaho, along with a Certificate in Accounting. She is an Enrolled Agent and holds the Series 7 and Series 66 securities registrations, as well as a Life, Accident, and Health Insurance Producer license.
Originally from the western United States, Alli has lived in Washington, California, Utah, and Arizona before settling in southern Indiana, just north of Louisville, Kentucky. Outside the office, she enjoys reading, personal development, home workouts, and spending time with her husband, Randy, and their three children, Emma, Jamie, and Ollie.
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.