Alanna is a Financial Planning Associate for Level Financial Advisors. She holds a Bachelor of Business Administration in Financial Planning degree from Alfred State College where she graduated Summa Cum Laude in 2016. Alanna joined the firm as an intern in 2016 and will sit for the CFP® certification exam in July.
She assists with client meetings, preparing financial plans, and researching strategies to help clients save money, reduce taxes and improve their financial lives.
Alanna was president of Alfred State’s Financial Planning Association Student Chapter. She is a native of Williamsville, NY and a graduate of Williams East High School.
She enjoys cooking, reading and knitting.