Alona W. Anspach
Alona W. Anspach
CFP™, CDFA®, ChSNC™
Our multi-generational clients look to us to be their trusted financial advisors, helping them make wise decisions. They benefit from a team approach which reflects years of experience and several different specialties. Clients can expect us to build long-term relationships that engender trust and confidence by acting in their best interests and providing financial advice and solutions tailored to their needs, wants, and wishes. Our clients often tell us that they value our regularly scheduled meetings throughout the year and our responsiveness to their inquiries and communications. When asked, ‘who is our ideal client’, we unequivocally state that it isn’t about the account size but the person’s commitment to engaging with us in their financial journey.
- Alona W. Anspach, CFP™, CDFA®, ChSNC™
- Jay N. Warren, RICP®, MBA*
- Peter M. Hass, CFP™*
- David R. Smith, CFP™*
- Sherri Padnos, Business Manager
*Please see their personalized IHT web pages.
Alona provides financial information and assistance to people going through a divorce as well as their legal representatives by evaluating the financial and tax implications of dividing property, settlement options and child and spousal support. She serves as a financial neutral in mediation and collaborative cases or an advisor in litigated cases. Alona also consults with families seeking financial advice for their loved ones with special needs.
Alona is passionate about making a difference in the lives of others by being involved in philanthropies especially meaningful to her. As a founding trustee at the Jewish Women’s Foundation, she takes a leadership role in their annual grants selection process and serves as a mentor to new trustees. She serves on the Oakton Community College Education Foundation’s Investment and Finance Committee using her extensive investment and financial planning experience. Additionally, Alona is committed to the Small Business Advocacy Council’s non-partisan advocacy work shaping legislation to help small businesses and entrepreneurs succeed.
When she is not working, her greatest joy is spending time with family, walking outdoors, exploring interesting neighborhoods and attending cultural events.
Alona earned an MBA in Finance and Accounting from Kellogg School of Management at Northwestern University in Evanston, IL and a B.A. in Economics and Urban Studies from Washington University in St. Louis, MO.
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*According to SmartAsset 08/22