Alison Yoder

Client Wealth Coordinator, CFP®

BS - University of Northern Colorado

FINRA License: Series 7


An Interview with Alison Yoder


Where are you originally from?
Lakewood, Colorado

What is the best book you have read this year?
Life After Heaven by Steven Musick, and a wide variety of children's books.

What do you enjoy doing in your spare time? 
Camping and spending time with my family and friends.

What is the best trip you have ever been on? 
I have been very fortunate to travel moderately. I would have to say that in summer of 2016 our family trip to Grand Teton/Yellowstone was my favorite. The boys were finally old enough to take in the experience and be able to remember the adventure. We saw a lot of wild animals, fished, hiked, camped, and were just together for seven full days.

Is there anything you would like to mention about your family, yourself, or in general?
Colorado native. Married Drew in 2005. Three children; Lexie, Colston, and Saturday.

What are five things you cannot live without? 

What is your favorite thing to do for our clients?
Just be here for them - to help answer questions, or hold their hand through financial decisions.



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