Ally Werden, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2021 following MAI’s acquisition of the wealth management business of Ownership Advisors, Inc., where she had been since 2017
• Guides clients through the onboarding process and then works closely with them to develop, implement, and monitor their goals-based financial plans
• Previously worked for Charles Schwab Retirement Plan Services and spent three years at First Merit Investment Services, now Huntington Bank

Life Outside of MAI 

• Serves as a board member of her homeowner’s association
• Served as the Chair for the Volunteering/Community Service Committee of MAI’s Women’s Network
• Has worked with the Battered Women’s Shelter in the past

Education

• University of Akron, BA in Psychology with a minor in Financial Planning

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.