Ali Allen Kistler, AAMS®, CFP®

Professional Experience

Ali specializes in comprehensive and collaborative financial planning to help clients build, manage, protect, and transition their wealth. By focusing on clients’ unique financial situation, Ali helps clients prioritize their goals and prides herself in the deep relationships she’s able to foster. After building a client’s financial roadmap, Ali believes revisiting and updating the plan after the initial implementation is key to long-term success. From the joyous milestones to the unexpected life events, Ali’s commitment is to be there through every season of life.

Ali received her CERTIFIED FINANCIAL PLANNER™ certification in 2023 after completing the multi-year program that entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.

Professional Background

Ali entered the financial services industry in 2008 and later spent several years working as a Strategic Development Consultant with Wells Fargo Advisors’ home office in St. Louis, MO. As a consultant, Ali primarily analyzed industry trends and worked with branch managers to increase productivity.

Ali transitioned to a Practice Administration Manager in 2012 where she learned wealth management from the ground up and functioned as the business development coordinator and operations guru. Simultaneously, Ali pursued her MBA from Georgetown University and graduated with honors in 2015 after three years of working full-time and attending class in the evenings and on weekends.

Previous Experience

• Wells Fargo Advisors
• Fannie Mae

Designations

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Accredited Asset Management Specialist (AAMS®)

Education

• Georgetown University McDonough School of Business
• Master of Business Administration with Beta Gamma Sigma Honors
• University of North Carolina at Chapel Hill Kenan-Flagler Business School
• Bachelor of Science in Business Administration

Personal Life

In an attempt to counterbalance the Virginia tilt of the team, Ali is a Maryland native through and through. Her family has lived in Potomac, MD for over 50 years and she is carrying on the tradition with her husband, Kevin, and their two sons, Jack and Beau. Although free time with young children often feels out of reach, Ali values leading an active lifestyle either by playing tennis, pickleball or more recently, golf. She also enjoys painting and needlepointing whenever a quiet moment arises.