Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Awards & recognition

  • Marks & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Marks & Associates, Ameriprise Client Experience Award, 2021, 2023

Community participation

We started an annual golf tournament in 2019 to support Alzheimer's research. We use the golf tournament in conjunction with a team for the Walk to End Alzheimer's to raise the funds. We wanted to raise money for research as we have personally been affected by Alzheimer's in our family and business relationships. If you would like to participate in our golf tournament, please visit our Facebook page and click Book Now https://www.facebook.com/AllisonMarksendalz/