Alison is the newest member to the Criterion team. She will be managing our financial planning process and client service standards - all in an effort to continue to deliver the best service possible to our clients. Alison’s background in digital marketing and website management will enable us to ensure we are delivering meaningful content to our clients.
Alison has 18 years of experience in the financial services industry. The last five years, Alison has worked for Advisor Growth Strategies, an elite consulting firm that provides RIAs' business consulting, compensation modeling and succession planning. Prior to Advisor Growth, Alison had a successful and tenured career at Charles Schwab and Co. Inc., working with internal clients providing regulatory and compliance advice and guidance to Executives, Branch Managers and Financial Consultants while always balancing the client experience. At the onset of her Schwab career, she worked with clients face to face in the Scottsdale office.
One can find Alison enjoying precious time with her husband, two kids and two doodle dogs. The Uchrin family loves to participates in family golf, backyard wiffle ball tournaments, cooking and baking goodies.
The next time you are in the office, stop by and say hello to Alison!