Meet Your Team
John A. Frisch, CPA/PFS, CFP®, AIF®, PPC™ has over 30 years of experience in the finance industry. He is a CPA, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® and a Professional Plan Consultant™. As a fee-only Financial Planner located in Northern Virginia, he serves greater Woodbridge, Manassas, Fairfax and Reston, Virginia areas as well as clients nationwide. He tends to all your financial needs and goals—not just your investments with the objective to "Simplify Your Financial Path". John Frisch is a NAPFA-Registered Advisor.
As President of Alliant, John serves clients directly, handles day-to-day management of the firm, and provides its strategic vision.
John is a veteran of the financial services industry. His interest in investing took hold early—he began charting stocks at the age of 10. John started his career in 1984, as a Certified Public Accountant with an independent accounting firm. He would go on to found and co-own a CPA firm, Frisch, Ambrosiano & Kontos, PC, for a decade, before selling it in 2005. John has also served as an executive with mutual-fund and broker-dealer firms.
In 1995, John founded Alliant Wealth Advisors to provide comprehensive, fiduciary wealth management for families, and retirement-plan consulting for businesses.
Still licensed as a CPA, he also holds the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. In addition, he is a Certified Financial Planner, Accredited Investment Fiduciary and Professional Plan Consultant. John holds a degree in Accounting and Information Systems, from Geneva College, in Western Pennsylvania.
John is strongly committed to community service. He founded the Prince William Financial Institute to provide networking and education opportunities for financial professionals in Prince William, Virginia. He served on the three-county Battlefield Advisory Board for Branch Bank & Trust Co. (BB&T) for 15 years, was a recent four-year member of the Finance Committee for the Prince William Chamber of Commerce, and is actively involved in Virginia Society of CPA chapters. Previously, John served as Treasurer and as a member of the Board of Directors for the Prince William Regional Chamber of Commerce and was the Accounting Chair on the Capital Campaign Steering Committee for Potomac Hospital (currently Sentara Hospital) in Prince William.
Due to John’s special concern for the families who lost loved ones in the 9/11 terrorist attacks, he has continuously served as a docent at the 9/11 Pentagon Memorial in Arlington since the program’s inception in 2009. In addition, he serves on the Board of Trustees for CASA Children’s Intervention Services. Away from work, he enjoys competitive ultra running (defined as running distances of 50 km or more) and boating. He is an avid fan of, and is annually disappointed by, D.C.’s professional sports teams. He lives in Manassas, Va., on the Occoquan River, with his family.
Vice President, Qualified Plans
Laurie heads Alliant’s Qualified Plans Division, working with employers to design and manage innovative 401(k) and 403(b) plans that meet organizational goals and employee needs.
Her expertise as a professional retirement plan consultant is backed by 30 years’ experience as a consultant, a business owner and an organization executive. This combination makes her a uniquely qualified advocate and partner for her clients.
Laurie has a longstanding passion for strategic business planning and management. Her concerns in the retirement plan area include both helping employees build toward successful retirements, and helping employers mitigate their risk as plan fiduciaries. Her special areas of interest include strategic plan design, plan management and compliance.
Prior to joining Alliant in 2011, Laurie served for a decade as the chief executive of one of the largest chambers of commerce in the Washington, D.C. area. She has consulted with multiple other organizations and, early in her career, helped found the planning and marketing department of the U.S. Chamber of Commerce.
Laurie received her bachelor’s degree from the College of William and Mary, in Virginia. She is certified as a Professional Plan Consultant™ and holds the IOM designation from the U.S. Chamber of Commerce’s Institute for Organization Management.
She is active on numerous regional boards of directors, including the Industrial Development Authority of Prince William County, the Prince William Society for Human Resources Management and the Prince William Historic Preservation Foundation. She is a graduate, as well as a member of the founding board of directors, of Leadership Prince William.
Laurie lives in Virginia with her husband and Edgar, her Labrador retriever. She enjoys hiking and traveling and is a voracious reader of biographies, histories and murder mysteries.
Jeff joined Alliant in 2017 and works closely with John to deliver in-depth, highly personalized wealth management services.
His 25 years of business experience includes positions with several respected local wealth management firms, as well as corporate banking and software design. He also spent 8 years mid-career as a full-time at home parent.
Jeff’s draws on his diverse background to help clients identify and pursue their financial goals, and assists us with implementing proven long-term investment strategies.
Jeff is a Certified Financial Planner™ and received an MBA from George Mason University in 1996. He graduated from the University of Mary Washington in 1985.
Jeff is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors, with whom he is a Certified Advisor.
Jeff lives in Fairfax and enjoys spending time with his partner, Laura, and their Yorkie, Mollie. He is a recent empty nester who sends checks to the University of Vermont, where his son is a freshman. He is an avid and not too shabby tennis player, and enjoys travel, dining out, reading, and trying to keep up with current movies and TV.