There is a lot that goes on behind the scenes to make sure your accounts are up and running, and Ali plays a major part in that role. As a vital part of the client services team, Ali ensures clients have everything they need, including paperwork and necessary information from Sterling. Another key role that Ali handles for the firm is contributing and distributing money to and from client accounts. Ali also makes sure our database is up-to-date with client information so that we can serve you effectively.
More than simply having proper addresses and phone numbers, we rely upon Ali to ensure we always have the most up-to-date information with regard to you and your retirement goals. You may see Ali during your annual or bi-annual meetings with the Sterling team. Ali will take notes during these meetings to make sure you can look back on what was discussed and ask any questions later.
Ali began her career at Sterling in September 2020. She enjoys the small, but friendly work environment. She also appreciates learning about the financial industry and is currently studying to take her Series 6. She applies her job experience to her own personal financial goals.
IN THE NEXT
“Within the next 10 years, I see myself with a family of my own. I hope to be able to spend lots of time with my family and friends, making family vacations a priority, just as my parents did growing up.”
Ali was born and raised in Blaine, MN. In her free time, she enjoys spending time with her family, friends, fiancé, and her dog. She also enjoys traveling, exercising, and golfing. To wind down, Ali enjoys baking and watching her favorite TV shows. Ask her about her favorite cupcake recipe!
In August, 2021, Ali and her fiancé, Connor, bought a townhouse in Blaine. Shortly after, in September, they welcomed home their new Cavapoo puppy, Remi. In August, 2022, Ali and Connor are getting married. She sure likes to stay busy!