Allison N. Cerven, CFP®
Operations Officer
- John C. Maxwell“To be significant, all you have to do is make a difference with others wherever you are, with whatever you have, day by day.”
Education
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Iowa State University – CFP® – Graduate Program in Financial Planning
- Iowa State University – BS – Family Finance, Housing, and Policy
Professional Background
- Member – Financial Therapy Association
Achievements
Team
- Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
- Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
- Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
- Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)