Our Team

Christopher D. Ross, CFP®

Managing Director |
Wealth Advisor

Perry J. Rose, CFP®

Senior Vice President |
Wealth Advisor

Douglas F. Holcomb

Senior Vice President |
Wealth Advisor

Jude R. McDonough, CFP®

Senior Vice President |
Wealth Advisor

Kaley E. Kucharski

Senior Client Associate |
Operations Manager

Our Approach

Assess

As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your goals through professional investment management and strategic planning.

Create

Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.

Implement

Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.

Manage

After establishing your plan, we continue to monitor its progress toward your objectives and ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.

CERTIFIED FINANCIAL PLANNER™

The prestigious CFP® designation, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a accredited college or university. CFP Board’s financial planning subject areas include:

  • Investment planning
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Risk management
  • Employee benefits planning
  • Income tax planning
Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
 
Experience – Complete at least three years of full-time financial planning-related experience;
 
Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals;
 
Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field.

Independent Custodians

Selecting an investment advisor is a significant decision. Choosing the right firm to custody your assets is equally important. Alliance has partnered with multiple independent custodians, like Charles Schwab and Raymond James, to hold and safeguard clients’ assets. For many investors, this provides a reassuring system of checks and balances—your money is not held by the same person who advises you on how to invest it.

We believe our custodians are committed not only to meeting the industry’s rigorous regulatory requirements but also to upholding their own stringent business standards, which are designed to help safeguard your assets and ensure their financial health and stability.

Contact Us

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