In the Client Service Specialist role, Ali acts as a liaison between the client and advisor. She’s able to leverage the advanced technology BlueSky utilizes to provide an excellent client service experience. She performs administrative portfolio activities and helps our clients with their day-to-day needs.
Ali started at BlueSky in January 2019 as an Operations Associate. She left BlueSky and North Carolina to return to her hometown in the Midwest. After a year apart, she re-joined the BlueSky Client Service team in 2020. Ali graduated from Southern Illinois University with her bachelor’s degree in Business Administration, specializing in Finance and Human Resource Management, and obtained her Financial Paraplanner Qualified Professional (FPQP™) designation in 2021.
Ali lives in Moline, IL with her daughter and two goldendoodles.
What do you enjoy most about being part of BlueSky?
I enjoy collaborating with such an incredible team of people. We all come together from a variety of backgrounds to provide such a great environment to work in.
What does “improving the quality of our clients’ lives” mean to you?
It means learning about each clients’ unique situation and customizing their financial plan to achieve their goals and overcome their challenges.
What keeps you busy when you’re not working?
My family and friends! I am always chasing after my toddler and my siblings and I also get together every chance we can. I also enjoy reading and traveling to new places.
