Your Advisors


Our team has provided clients with unique and sensible personal life planning services since 1997.

Thom AllisonThom Allison is the founder and current president of Allison Spielman Advisors (ASA)…Read more about Thom 


Brad Allen is a retired Navy Commander who has claimed Poulsbo, WA, as his home for the last 25 years…Read more about Brad


Debby Morio has put her people skills to good use in the financial industry, most notably for the past 20 years at Allison Spielman Advisors.)…Read more about Debby 


Katie Milojevich is actively involved with financial planning at ASA, but she also assists with portfolio management. Her 17 years of experience have all been with ASA…Read more about Katie