Managing Partner & Chief Compliance Officer

ali@financialinsights.net

As Financial Insights’ head of retirement planning, Ali takes a comprehensive approach by analyzing all aspects of a person’s life including short and long term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in retirement needs analysis (how much should you be saving and where), employer plans (choosing and understanding your investment options), financial statements (establishing a net worth and analyzing your monthly cash flow) and Individual Retirement Accounts (IRAs including RIRA and SIMPLE for small businesses). With a focus on financial literacy and education, Ali’s passion is working with teachers, state & local government employees, military families, engineers, women in transition and small business owners.

Education

  • Certified Financial Planner
  • BA Pacific Lutheran University

How Ali defines

Communicate:

At Financial Insights, communication is of utmost importance. We believe proactive communication is important to create and keep long lasting relationships. Effective communication of processes and expectations facilitates education, understanding and transparency. We work towards a two way relationship where both client and advisor have room to exchange ideas, express goals and listen. We believe that freedom in communication enables, creates and fosters mutual understanding, respect and trust.

Professional/Community

 

Best of South Sound best of south sound 2014

 

 

 

 

  • Voted Best Financial Advisor in the South Sound by South Sound Magazine, 2014 & 2015
  • Honorary Degree/Distinguished Alumnus Tacoma Community College
  • Emergency Food Network Ambassador Board
  • The Grand Cinema, Treasurer
  • Tacoma Estate Planning Council
  • South Sound Planned Giving Council, Board of Directors
  • Rotary #8, Board of Directors
  • Palmers Scholars Mentor
  • Business Examiner 40 under Forty Honoree, 2013
  • City Club of Tacoma Dennis Seinfeld Emerging Leader Award Finalist
  • Financial Planning Association

When Not Working

  • Tennis
  • Skydiving Competitions
  • Fitness Coaching
  • Road Trips