Group Retirement Team

Stephen D. Alison, CFP

Stephen D. Alison, Certified Financial Planner (CFP), is the principal and founder of Alison, LLC. His goal has always been to improve financial planning methods and he works diligently to keep refining the process. Early in his 25 year investment management and financial planning career, Stephen authored the software program “Retirement Income Analyzer” to assist PERS Employees with planning their retirement. He also spearheaded the development of Alison LLC's up-to-the-minute, self-updating financial plans system, a structure offered by only a few financial firms in the area.

One of Stephen’s specializations is retirement plan management; he has overseen over $300 million in assets and groups ranging from 10 to 2,000 participants.

Through his direction, the company’s diversified financial and tax divisions work together to provide clients a full spectrum of services. With the work of financial teams, clients receive a greater depth of talent and expertise delivering knowledgeable, objective, and personalized service.

Kay Anthony, CPA

Kay Anthony, CPA, is the founder of Alison, LLC Tax Services and has worked with Stephen for many years specilaizing in individual and partnership tax returns as well as general tax consulting and group retirement plan administration.  She works in conjunction with Alison, LLC's Group Retirement team to provide unique insite into retirement plans.

Kay is a graduate from the University of Oregon, and has worked in public accounting and retirement plan administration for 33 years. Among those years, she counts extensive experience as a third party administrator (record keeper) for qualified retirement plans.

Daniel J. Claric

Daniel J. Claric is a fully licensed financial professional. In his position, he focuses on executing and monitoring the firm’s investment philosophy and strategies. He oversees the investment research and trading department and has a wealth of experience and competence reviewing and monitoring fund selection, portfolio managers, and investment strategies. As the research, analysis, and portfolio management team leader, Daniel has worked closely with the technical research staff to develop and implement tracking and monitoring systems for mutual funds based on a series of benchmarks and selection criteria.

Daniel graduated with honors from the University of Oregon’s College of Arts and Sciences with a degree in Economics. He holds financial investment certifications Series 7 and 66 and has worked in the financial industry for seven years as a registered representative and investment advisor representative.

Support Staff

Jason A. Shannon

Jason A. Shannon is a trading assistant and a certified notary public for the State of Oregon. Jason is responsible for researching and documenting market trends and movements, tracking fund and portfolio performance, determining proper asset allocation strategies based on client investment goals and objectives, and portfolio and fund performance report generation. In addition to Jason’s financial responsibilities, he also handles the firm’s publicity and marketing.

Jason graduated from the University of Oregon’s School of Journalism and Communication with a degree in Electronic Media and Advertising. He is currently studying for his Series 66 licensing.