Principals

Stephen D. Alison, CFP

Stephen D. Alison, CFP, principal and founder of Alison, LLC brings over 25 years experience to the firm. He runs the firm with a cache of knowledge delivering to clients the insight and information they need to make wise choices regarding their futures. Clients are offered a full array of services including tax planning and preparation for wide spectrum comprehensive planning.

Some firms are not as interested in building a client’s future as they are in managing portfolios or selling complex financial products. But through the leadership of Stephen, the firm of Alison, LLC has only the client’s best interests in mind abiding by strict standards and ethical practices.

Staff are handpicked and highly screened by Stephen before joining the company. He believes that happy employees are successful employees and that putting great minds together as a team yields innovative planning, forward thinking ideas, and unrivaled success.

Stephen D. Alison, CFP invites you to see what his firm can do for you. Whether in need of individual or group financial planning, capital management, tax or other financial services, the teams at Alison, LLC will serve you well.

Kay Anthony, CPA

Kay Anthony, CPA, is the founder of Alison Tax Services, LLC 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.