Preparing for Life’s Goals
Alison Perez’s passion for financial services drives her dedication to serve clients. Her expertise and preparation helps clients to define, plan for and reach their financial goals at all stages of life. From financing a home to saving for children’s education or planning for retirement, Alison tailors solutions to help clients build and manage their personal finances
Each stage of life carries unique financial challenges and opportunities. Alison assists clients to meet their financial goals at every stage.
Areas of Expertise
- Mortgage lending
- Consumer lending
- Retirement planning
Education and Professional Credentials
- Bachelor’s degree / Communications with a Public Relations Emphasis – University of North Dakota
The Rest of the Story
Alison Perez knows that sound financial planning will assist clients in reaching their life goals. She’s helped clients with first homes, vacation homes, saving for college, as well as retirement and other life events.
With a passion for parenting and spending time at the lake with family, Alison applies that same commitment, planning, preparation and enthusiasm when advising clients on planning for their financial future. Wherever your unique path leads, she works to help you reach your financial goals