TEAM

Mark S. Allison, CFP®

Executive Vice President and Portfolio Manager

Expertise:

Portfolio manager for personal trust clients, charitable foundations and endowments

Experience:

Joined FCI in 2000, after managing the personal trust investment department at UMB for more than 11 years

Has over thirty years of experience in personal trusts, portfolio management and financial planning

Education:

BS, University of Kansas
MBA, University of Texas at Austin
Certified Financial Planner

Professional/Civic Affiliations:

Past director of the Kansas Banker’s Association Trust Division
Former member of International Association of Financial Planning and the Kansas City Society of Financial Analysts

Contact Info:

913-319-0389
mallison@fciadvisors.com