Alli joined Congress Asset Management in 2021. She is responsible for business development efforts with financial advisors on the West Coast for the firm. She has over 25 years of experience in the financial services industry, with most of that experience focused on working with financial advisors across all intermediary distribution channels in delivering a superior client experience.

She began her career in the corporate headquarters of Franklin Templeton in 1997, then moved on to wholesaling positions at ING and Wells Fargo. During her 15 years at Wells Fargo, Alli covered the Retail and Private Bank & Trust channels. Just before joining Congress, she was the West Coast Regional Sales Director for Build Asset Management, focusing on the retirement space.

Alli and her husband Marker, both graduates of the University of California, Davis, live in the Bay Area with their two daughters, Cami and Regan. In her free time, you can find Alli on the tennis court.