Senior Vice President
Alison joined Baker Street Advisors in 2012 after doing comprehensive financial planning as an Associate Advisor for 7 years at Mercer Global Advisors in Santa Barbara. She also previously worked as a trader on the floor of the Chicago Stock Exchange.
At Baker Street Advisors, Alison primarily provides financial planning services to our high net worth families as well as account management and client service.
Alison earned a B.S. in Industrial Engineering from Northwestern University. She became a Certified Financial Planner® in 2007.