ALISON Staff

ALISON Associates and Staff

Our objective is to provide a collective group of professionals at ALISON so we can meet the needs of our clients and the people they care about. 

All associates and staff have styles that complement each other, we bring all our systems and processes to life every day, so that experiences are of the highest quality and uniquely customized for each client we have the privledge and honor of serving. 

  

Carolyn Hrncir 

Administrative Staff

Manages the Office & Client Service

 

Carolyn has been with our office since 2016 as the first voice you hear on the phone when you call or walk in the door, but she has been apart of our firm as a client since 1999 and we were fortunate to bring her out of retirement to join our team.  As a career professional Executive Assistant for La Quinta and Southwest Research, she is skilled, smart and caring in her position with our firm.   Carolyn has a wonderful and funny husband Ron, combinded with her kids and grandkids that keep her going  and smiling, as well as her continuos contributions to the community with all her volunteer work in areas she is passionate about. 

 

Jacob Schwartz 

Administrative Staff

Planning Assistant & Client Service

 

Jacob came on board in early 2018 because he has had a "side seat view" for many years of what our firm does for our clients and everyone on our team, as he watched Alison and his father, Adam, make a difference in peoples lives every day.  Last year, Jacob approached us asking if he could come into the practice ...he knew his professional calling was to help people the way we do at ALISON.  We were so excited to have him join our office as a planning assistant so he can learn, make a contribution and get familar with planning tools and systems.  When he completes his degree and  licenses he will transition into an Associate roll overtime.  Jacob took a "gap" year in Israel before starting his Bachelors degree at Harvard University in 2016.  In January of 2019, he will marry his best friend Miryam who attends Yeshiva University.

 

 

 

 

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