Alison (Alie) J. Hamilton
CFP®, CDFA®, CTFA
What does Alie do at Eagle Ridge?
Alie is a CERTIFIED FINANCIAL PLANNER™ professional who joined Eagle Ridge in 2018 as Director of Client Relations. She works with clients to develop comprehensive financial plans. In this collaborative process, Alie enjoys working with the client and their other professional advisors to make sure all aspects of the client’s financial life (tax, investments, estate planning, insurance, gifting etc.) are coordinated and positioned for financial success.
Where is Alie from?
Things you might not know about Alie
Back in Scotland, Alie swam on the Scottish National Team and first came to this country on a swim scholarship to the University of New Mexico. She loves to travel, especially with her two children back to the UK to visit her family.
What Alie likes best about Eagle Ridge
“Working with a team of like-minded professionals and having the opportunity to get to know so many of our great clients. ”