Richard Allison, MBA, Candidate for CFP® Certification
Client Support Advisor
Rich joined Alliant Wealth in 2021 as a client support advisor. In his “little bit of everything” role, he helps prepare a range of presentation materials for our individual investor and qualified plan sponsor meetings. He also assists with essential client care activities, such as organizing and securing client records, maintaining our financial planning templates, and obtaining quotes from our insurance and annuity providers.
As an encore to his careers as an Air Force veteran and small business owner, Rich was so enthused about becoming a financial professional that he pursued his CERTIFIED FINANCIAL PLANNER™ credentials (and passed the exam) even before beginning his job search.
Rich still serves in the Air Force Reserves, representing the Department of Defense at the FAA Air Traffic Control System Command Center. During his time on active duty, he flew UH-1N, MV-22, and CV-22 aircraft and was stationed across the U.S.He holds an MBA from West Texas A&M, and a bachelor’s degree in civil engineering from the University of Utah.Outside of work, Rich loves playing with his five kids, reading, and any activity that gets him outside.