Our Mission

The Alliance Center for Investor Education’s mission is to distill complex financial topics into clearly communicated ideas to help people make better decisions with their money. As an extension of our wealth management firm, we partner with families, business owners, and institutions to improve both communication and outcomes related to personal finance, investing, and strategic planning.

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Meet Our Team

Christopher D. Ross, CFP®

Managing Partner |
Senior Wealth Advisor

Perry J. Rose, CFP®

Senior Wealth Advisor | Planning & Investments

Jude R. McDonough, CFP® AIF®

Senior Wealth Advisor |
Institutional Consulting

Michael J. Cordaro, MBA

Senior Wealth Advisor | Planning & Investments

Douglas F. Holcomb

Senior Wealth Advisor | Planning & Investments

Kaley E. Kucharski

Senior Relationship Associate

Susan E. Walsh

Client Associate

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