She leads all new business development, oversees client onboarding to ensure seamless interactions, and manages the firm’s team of experts, employees, and strategic partners. Alana takes a long-term view of client relationships, tailoring practical strategies for them as their needs change and grow, and empowering them with knowledge to make informed financial decisions today and in the future.
Alana earned a Bachelor of Science degree from the University of Colorado at Boulder – Leeds School of Business, majoring in Operations Management.
I take our family legacy seriously. I’m here to make sure 1706 Advisors carries on our family business while staying nimble and adaptable, so we can serve our clients for decades to come.
I’m accustomed to thinking outside the box, challenging the status quo, and developing new solutions to old problems. At 1706 Advisors, I take a fresh look to assess the way we operate and ensure we stay modern and in touch with our clients’ needs. I’m proud of the business our family has built, and I’m always looking for new ways to deliver the best-fit employee benefits, strategic human resources consulting, and individual insurance programs to our clients and their families.
My focus is the client experience. I’m a people person through and through. Our clients tell me that my energy is contagious and my passion is evident immediately. Insurance is a relationship-driven business, and my goal is to make sure clients know we’re here to advocate for and empower them.