Team Power

Allison Spielman Advisors was founded in 1997 on steadfast principles: mutual respect, appreciation for individuality, a strong emphasis on education, and commission ­free investing.

Thom, Debby and Katie have been here since day one; Brad came on board in 2009. It's a pleasure for us to work together in a supportive environment and to share it with you. You could say that we're clients too – we invest in the products and use the kinds of strategies we recommend. We're confident in our choices, and in our belief that the only real way to succeed is for everyone to succeed together.

Thom Allison, CFP®

Thom's strongest motivation as a financial planner is helping people live fulfilling lives.

"There's nothing better than helping someone follow their passion. We had a new client in California who had a good job with stock options, but she hated it. What she really wanted to do was work at the Humane Society – she just didn't think she could afford the pay cut. We looked at all her numbers, and presented her with a financial plan that showed she could quit her job that minute. The look of relief on her face is what I'm in the business for."

Before starting Allison Spielman Advisors, Thom was a founding partner at Financial Security Group in Bellevue, Washington. He became a Certified Financial Planner™ professional in 1988. He has a BA from Loyola University in Chicago, and an MBA with a finance emphasis from the University of Wisconsin.

His volunteer commitments have included serving as President and Chairman of the Financial Planning Association of Puget Sound, President of the Board of the Bellevue Philharmonic Orchestra, Chairman of Newport Covenant Church in Bellevue, and Co-­Chair of the Bellevue Art Museum Capital Campaign.

Thom enjoys traveling with his wife Lynne and their golden retriever Cuvee, golf, working out, and tinkering with his '74 Triumph TR 6 (he and Lynne are the original owners).

Brad Allen, CFP®

Brad relishes solving unique financial planning puzzles for clients, and acting as their advocate.

"I often feel that we add the most value by helping clients avoid potentially costly mistakes. Sometimes when a new client comes to us, they've been talked into an inappropriate investment. In a couple of cases, I've been able to define a reason to make a formal complaint and resolve that complaint to the client's advantage."

"I enjoy coming to work because every day there is a new set of challenges. They might have to do with updated planning software, or changes in tax laws, but they always involve giving our clients more peace of mind."

Brad has been a Certified Financial Planner™ professional since 2001. He has served at the national level as Chairman of the Ethics Committee for the Financial Planning Association, and at the local level as the past president and chairman of the FPA of Puget Sound.

Brad is a retired Navy Commander whose 26-­year career included enlisted and officer service in the submarine force. He received his Bachelor of Science in Physics from the University of New Mexico in 1977, and his Master's Certificate in Personal Financial Planning from City University in 2001.

He lives in Poulsbo, Washington with his wife Claudia. They have two children: Cara, a high school science teacher, and Peter, an assistant professor in chemistry at the University of Idaho.

Debby Morio

Debby keeps ASA compliant with regulatory institutions, and handles various aspects of client service and office management. She started her career in client services at Merrill Lynch, and branched out into compliance at Financial Security Group before joining ASA.

"Coming here was like a breath of fresh air. A huge part of what keeps me here is the honesty and focus on doing what is best for our clients. Feeling good about what you do every day is really important to me, and I feel good about what we are accomplishing."

She has a degree in psychology from the University of Washington, and loves working with people. "The main reason I've been with ASA so long is because of the team I work with, and the clients I see and speak with on a daily basis. They make it fun."

Debby's a Northwest native who grew up on Mercer Island when it was still a rural paradise. She likes to travel, whether she's taking a tour of Norway with a Scandinavian language teacher, or hanging out with "the most friendly, down-­to-­earth folks I've ever met" in Australia. She gets outdoors as often as possible to hike, ski, and boat.

Katie Milojevich, CFP®

Katie began working in financial services in 1994, when she was still in high school. She went on to earn bachelor's degrees in Accounting and Finance at Seattle Pacific University, and became a Certified Financial Planner™ professional in 2005. In addition to working with clients, Katie manages client reporting and handles Allison Spielman Advisors’ finances.

"What gives me the most satisfaction in my work is a sense of accomplishment at the end of the day. This is often the result of brainstorming planning ideas for clients or technology solutions for the office, and then implementing those ideas. I also enjoy making things run smoothly from a systems standpoint and keeping an eye on the financial health of ASA."

"What makes me happiest about coming to work is knowing I get to work with great people, who all care deeply about our clients and doing the best work we can for them."

She loves everything related to her family: volunteering at their church and local elementary school, the kids' sports and music, playing outdoors, and their passion for football and the Seahawks.

Jessica Kirwin, CFP®

Jessica is passionate about partnering with people to help them use money as a tool to reach their goals. This passion led her to leave a corporate job, switch careers and move across the country. The lessons she learned from these experiences helps her to be an effective thinking partner and connect with clients that are experiencing similar transitions.

Jessica began working in financial services in 2010 for JPMorgan Chase & Co in credit card services and middle market commercial banking. Since she wanted to work directly with clients and help them with their personal finances, she completed the Northwestern University Certified Financial Planner™ Program and passed the CFP® exam. She completed CFP Board's certification requirements to become a Certified Financial Planner™ professional in June 2018.

Jessica has a BS in Industrial Engineering from Lehigh University and earned her MBA from the Ohio State University. She is a returned Peace Corps volunteer having served in Honduras for two years. Additionally, after returning to the United States, still wanting to assist her country, she served for a year as an AmeriCorps VISTA volunteer. During her leisure time Jessica enjoys hiking, traveling and exploring new places with her husband and three year old son.

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