Alli Whittle, EA's Linkedin Analytics

"The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for your money." -Robert Kiyosaki Hi there! I'm a Planning Associate & Staff Accountant at Cornerstone Advisory Group, where I combine tax expertise, planning support, and process improvement to deliver an exceptional client experience. Here's a little about me: 🎓 Education & Credentials - • Bachelor's in Applied Business Management • Certificate in Accounting • Enrolled Agent • Series 7 & 66 Securities Registrations • Life, Accident, & Health Insurance Producer 💼 Professional Highlights - • Client Servicing • Trade Execution • Client Meetings - Prep, Notes, & Follow-Up + Tax Intakes • Tax Prep, Reviews, & Projections • Process Development, Standardization, & Improvement • Service Models & Client Materials • Business Tax Compilations 🌞 Personal Values: • Growth is the goal. Learning is the path. #1 thing to know about me → I'm a lifelong learner. • Do the right thing, every time. Own your work. • Set goals. Smash goals. Repeat. • Win the day. Win your life. Small wins fuel big victories. • Teamwork makes the dream work—and I’m all in. • Gratitude isn't a moment. It's a mindset. • Always put first things first. The rest will follow. 📚 In My Free Time: • Home workouts, books, & binge-worthy TV shows • Quality time with my hubby & 3 kiddos Investment Advisor Representatives offering Securities and Advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Cetera does not provide or supervise tax, accounting, or legal services. Cornerstone Financial Advisors 1858 E. 1st Street Idaho Falls, ID 83401 208.529.6643 [email protected]