Meet Alana


Alana is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional experienced in comprehensive financial planning, wealth management and retirement planning. As a Wealth Advisor, she loves building relationships with clients and helping them create a plan to support their pursuit of lifelong goals.

Alana joined the financial services industry in 2013 and joined our team in 2017. With nearly a decade of experience within the financial services industry, Alana enjoys supporting people as they build the financial independence they need to find their freedom and live the lives they deserve.

In her spare time, she is an avid skier and enjoys spending time with her husband Ian, son Story and two labradoodles, Cruz and Katy. She recently took up golf and hopes to someday beat her husband in a golf game.