Alison White
Senior Operations Executive
Alison is an Executive Assistant to the Capstone Group and would be your first contact when calling our offices. She provides a high-quality, high value experience that always puts your interests and needs first. Alison will assist you with your questions and will direct you to an advisor that can provide resources to help meet your needs. Professionalism and confidentiality of your financial well being will always be of upmost importance.
Alison is a licensed Life & Health Insurance professional, and also holds a Series-7 and Series-66 Securities registrations. These license and securities registrations enable her to assist our clients in a timely and professional way.