As a part of the Planning team, Alana Tallarico brings over a decade of experience in financial planning, with a focus on estate planning and serving high-net-worth families. Known for her thoughtful approach and attention to detail, she works closely with clients to develop personalized strategies that protect and grow their wealth while aligning with long-term family goals.
Alana lives in Pennsylvania with her husband and their two daughters. Outside of work, she enjoys spending quality time with family and friends, and loves planning their next adventure—often to Disney World or aboard a Disney cruise.