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 fee-only 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 holds the Series 7 and Series 66 securities registrations. In addition, she has both life and health insurance licenses. Her current career goals include becoming an Enrolled Agent and a Certified Financial Planner™.
Alli spent much of her formative years in the western states including Washington, California, Utah, and Arizona, but she 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, binge-watching tv shows, reading personal development books, and spending time with her husband, Randy, and their 2 kiddos - Emma and Jamie.