Allison Modrak

Financial Advisor

CFP®

CERTIFIED FINANCIAL PLANNER™ professional Allison Modrak is an advisor in our Phoenix, Arizona, office. Originally from New Berlin, Wisconsin, Allison earned her Business Administration degree (emphasis in Finance) from the University of Wisconsin-Milwaukee, where she graduated cum laude. When asked about her approach to advising, Allison said, “I utilize a comprehensive strategy that encompasses all areas of my clients’ financial lives, while keeping their values and goals at the forefront. I consider my specialization to be that I help my clients carefully plan for and transition into retirement.” An extremely active member in her local community, after growing up in the chilly winters of Wisconsin, she has come to love the outdoors and embrace the climate of Arizona. When not meeting with clients, Allison enjoys hiking, cycling, cooking, traveling, camping, and is a voracious reader. Married, she lives with her husband Storm in Phoenix with their beloved labrador retriever.

I find personal fulfillment in building relationships with clients and helping them achieve their financial goals.

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