Alison K. is a Senior Wealth Advisor at Vanguard, specializing in Ultra High Net Worth clients. They previously held several roles at SFG Wealth Planning Services, including Vice President and Lead Advisor. Alison began their career at SFG Wealth Planning Services as a Client Service Associate and advanced through various planner positions before becoming a Senior Associate Planner. Currently, Alison is pursuing a Master’s degree in Personal Financial Planning at Kansas State University while also studying at The American College and Temple University.
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