Alison Flaum-Meyer & Team

 Alison Flaum-Meyer, CLU®, ChFC® 800.696.4195x101

Alison simplifies the chaos of wealth so her clients can pursue their passions, enjoy life and have fun with their life. She has a unique style, an ability to listen and understand her clients in a manner that preserves their values, intent and mission into every aspect of their wealth management tools (accounts, legal documents, entities created, people included, etc.).  Alison is very much like her clients, bold, direct, passionate, action oriented and true to her values. 

With Alison's formal education in economics and finance, combined with her training in fine arts, she sees her role with clients as the creation of a masterpiece.  A plan that is synchronized, well blended and balanced to leverage and preserve her clients freedom and values, as well as their wealth.  When talking with Alison, she often uses the analogy of art, "it is as if you are commissioning me to paint a painting that captures who you are and what you want to be.  When I speak with you, I see a visual of the past, present and future that needs to be first understood before it can be captured in the final output.  When analyzing your assets, I see it as understanding the color palette and various mediums I have to work with to make it all happen."

Alison's affiliation with numerous resources, including The Nautilus Group, provides Alison with a "backroom" of professionals, specifically credentialed in law, accounting , taxation and insurance to meet the advanced insurance and financial needs of affluent individuals, professional athletes/entertainers and owners of privately held companies.  Alison uses these resources to brainstorm, analyize and capture her ideas for her client's plans.

Professionally, Alison has been in the industry since 1997, and has earned her Chartered Financial Consultant (ChFC) designation from the American College, is an active member of the San Antonio Estate Planners Council and the Planned Giving Council of San Antonio. She holds a bachelor's degree in Communications, Legal Institutions, Economics and Government, and a Master's degree in Administration, both from the American University in Washington D.C.

Alison is the founder and president of the Flaum Souksamlane In Loving Memory Foundation, a national organization benefiting children grieving the death of a parent.  Alison is happily married and has two young children she adores.  Alison also loves to travel the world and paint what inspires her, using both watercolors and oils.  She also works on projects she is passionate about and loves helping people and causes.

Alison and her team

Having a strong team allows Alison to dedicate her time and talents to her clients. Her genuine, passionate and comprehensive understanding of your needs, goals and resources offers the foundation for successfully designing and maintaining a financial strategy that works for you. Each member of her team has a defined role that supports each client's planning and wealth management needs.

Christine Villareal, Client Manager

Christine schedules all appointments and coordinates client communications, ensuring that the client and Alison are prepared for their meetings so all time together is productive.  She also manages the tasks involved in the planning process and assists clients with basic policy and account services needs.  

Brooks Groves, Administrative Manager

Brooks manages and keeps all the moving parts of the client's plan organized, including maintaining our web-based Wealth Management System that clients access regularly to view their portfolio, networth and relevant documents electronically regardless of where the assets are held.  In addition Brooks handls all office administration as it relates to industry licensing, continuing education and processing client account paperwork with vendors and companies.

The Nautilus Group

With offices in Dallas, Texas, The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting insurance and finance to meet the advanced insurance and financial needs of affluent individuals, business owners of privately held companies and professional/athletes. Working closely with Alison, they provide strategies for consideration by the client's own legal and tax advisors. The work of the Nautilus Group revolves around three objectives common to estate conservation and business succession: growth, protection and distribution. Neither members nor staff of the Nautilus group may give tax or legal advice.  The Nautilus Group is a service of New York Life Insurance Company.