TEAM POWER

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.

Pavla Grover


“I pride myself on providing excellent customer service to our clients and running the office smoothly and efficiently. I thoroughly enjoy connecting with our clients and doing the best work for them every day.”

Pavla grew up in the Czech Republic and moved to the United States when she was 19 years old. Before she joined ASA, she spent most of her career providing client services at the City of Bellevue. She has a degree in Global Studies from the University of Washington.

Pavla enjoys spending leisure time with her husband and cheering for her 9-year old son in his many sports activities.

She also loves photography and traveling.

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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Financial Satisfaction Survey

 


Directions: The statements below will help you to think about and assess how satisfied you are with many aspects of your financial life. Indicate your level of satisfaction for each statement with stars.
(1 star = "Not Satisfied", 3 stars = "Moderately Satisfied", 5 stars = "Very Satisfied")

I am satisfied with...

1. ...with my ability to meet my financial obligations

2. ...with the income my current job or career provides me.

3. ...with my spending habits.

4. ...with the level of debt I carry.

5. ...with the “extras” that I am able to buy for myself and/or loved ones.

6. ...with the level and quality of insurance protection I currently have.

7. ...with the amount of money that I save and invest on a regular basis.

8. ...with my current investment choices.

9. ...that I am on track to build a sufficient retirement nest egg.

10. ...with the level of employee benefits I receive.

11. ...with my style of personal bookkeeping and financial record management.

12. ...with my ability to provide financial help to family members.

13. ...with my estate plan.

14. ...with my level of charitable giving.

15. ...with the level of financial education I have attained.

16. ...with how I respond emotionally to my personal finance issues.

17. ...with my ability to communicate about my financial matters.

18. ...with the feelings I have about my money life.

19. ...that financial issues do not cause stress or strain in the relationships that are important to me.

20. ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).


© 2002 - 2018 Money Quotient, Inc. All Rights Reserved. This document is available via licensing arrangements with Money Quotient and is protected by federal copyright law. No unauthorized copying, adaptation, distribution, or display is permitted - moneyquotient.org.

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Life Transition Survey

 


Directions: In each section, select the transitions that you are currently experiencing and those you are likely to experience in the future. In addition, check transitions in the short to mid-term and long-term columns that you either hope to experience or anticipate with concern.

Work Life Transitions

1. Change in career path:

2. New Job:

3. Promotion

4. Job loss

5. Job restructure

6. Education / retraining

7. Sell or close business

8. Transfer family business

9. Gain a business partner:

10. Lose a business partner:

11. Downshift / simplify work life

12. Sabbatical / leave of absence

13. Start or purchase a business

14. Retire:

15. Phase into retirement

16. Other


Financial Life Transitions

1. Purchase a home:

2. Sell a home:

3. Relocate:

4. Purchase a vacation home / timeshare:

5. Re-evaluate investment philosophy:

6. Experience investment gain:

7. Experience investment loss:

8. Debt concerns:

9. Consider investment opportunity:

10. Receive inheritance or financial windfall:

11. Sell assets:

12. Other:


Family Life Transitions

1. Change in marital status (marriage):

2. Change in marital status (divorce):

3. Change in marital status (widowhood):

4. Expecting or adopting a child:

5. Hire child care:

6. Child entering adolescence:

7. Child with special needs:

8. Child w/pre-college expenses:

9. Child going to college:

10. Child getting married:

11. Empty nest:

12. Family special event (Bat/Bar Mitzvah, anniversary party, trip):

13. Helping and/or gifting grandchildren

14. Concern about aging parent

15. Concern about health of spouse/partner or child:


Legacy Life Transitions

1. Increase charitable giving:

2. Give special financial gifts to children/grandchildren:

3. Give parental pension (monthly stipend):


© 2002 - 2018 Money Quotient, Inc. All Rights Reserved. This document is available via licensing arrangements with Money Quotient and is protected by federal copyright law. No unauthorized copying, adaptation, distribution, or display is permitted - moneyquotient.org.

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