Client Service Associate
Alli is a Client Service Associate for Cornerstone who is passionate about bridging the gap between financial services and tax preparation. Prior to jumping into financial services, Alli worked as a Tax Specialist helping prepare tax returns for fee-only financial advisors and their clients. Her strengths include geeking out over organization, diving into details, and standardizing processes.
She received her Bachelor of Science in Applied Business Management from Brigham Young University-Idaho along with an Accounting Certificate. Her current career goals include becoming a registered representative and an Enrolled Agent.
Alli spent much of her formative years in the western states, but currently lives in the southern part of Indiana about 20 minutes north of Louisville, KY. If you’re ever in town, she recommends Huber’s Farm for some family fun.
A personal development enthusiast, you can often find her nose in a book. Alli’s hobbies include studying like the nerd she is, binge-watching Bridgerton, singing along with Demi Lovato and Morgan Wallen, and trying to keep up with her energetic kiddos – Emma and Jamie.