Allison D. Meers, CFP®

Allison D. Meers, CFP®, is not just a financial advisor, but a trusted partner in her clients' financial journeys. Originally from Florida, Allison's career path in finance began at the University of Georgia where she earned her BS in Finance.  From there, she worked in Atlanta before ultimately moving to Chicago to pursue a career in private wealth management. 

For Allison, finance isn't just about numbers - it's about people. Her passion for the field stems from a desire to make a tangible difference in people's lives. "I wanted to feel like I could have a direct impact on the client," she says, explaining how her role allows her to blend her sharp analytical skills with her natural inclination to help others.

When she's not crafting financial strategies, Allison is a whirlwind of activity. As a married mother of three young children- including a set of twins - she's mastered the art of juggling. You might find her cheering from the sidelines at her kids' sports events, enjoying a yoga or tennis class, watching her favorite football teams or simply enjoying time with family and friends.

Allison's commitment to community shines through in her involvement with the PTA at Abraham Lincoln Elementary School and other local charities. Her professional affiliations with FPA, NAPFA, and the CFP Society keep her at the forefront of financial planning trends and best practices.

With Allison, you're not just getting expert financial advice - you're gaining a dedicated ally who understands that true wealth is measured not just in dollars, but in peace of mind and quality of life.

Hobbies: Yoga, tennis and spending time with loved ones.

Bucket List Item: Travel the world!

Local Favorites: Fire and Wine, Marche, and Drip Yoga