Portrait of Allison Modrak

Allison Modrak CFP®

Wealth Advisor

Based in Scottsdale, Allison helps professionals approaching retirement, retirees, business owners, executives, and multigenerational families navigate retirement income, taxes, charitable giving, business transitions, and other major financial decisions.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Allison Typically Helps

Professionals approaching retirement, retirees, business owners, executives with equity compensation, multigenerational families, charitably inclined individuals and families.

Serving Clients in

Phoenix • Scottsdale • Paradise Valley • Milwaukee • New Berlin • Communities throughout Arizona and southeastern Wisconsin

Available nationwide through virtual meetings

Questions Allison Helps Answer

  • How can I prepare for retirement and evaluate healthcare costs?
  • What tax-planning opportunities should I consider?
  • How should a business sale, inheritance, or sudden wealth affect my plan?
  • How can charitable giving fit into my financial strategy?
  • How should executive compensation or a career change affect my plan?

What Clients Say About Mission Wealth

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Wealth Advisor at Mission Wealth, Allison Modrak works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Allison delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Allison leverages her expertise to provide clients with tailored advice and guidance.

It's a privilege to serve individuals and families by providing thoughtful, strategic guidance tailored to their long-term financial objectives. Life circumstances can evolve unexpectedly and I find fulfillment in navigating complexity with precision, helping clients achieve clarity and confidence in their financial lives.

—Allison Modrak, Wealth Advisor

Allison’s Frequently Asked Questions

Allison is an active listener who is responsive, available, and highly attentive to detail. She focuses on the planning scenarios within each client’s financial plan to help them understand their options and feel confident moving forward.

Professional Background

Allison has been in the financial services industry since 2016, bringing experience across banking and private wealth management, gained at leading investment firms. She has worked closely with seasoned senior advisors and is well versed in collaborating with clients’ trusted professionals, including CPAs and estate planning specialists, to deliver coordinated, comprehensive planning solutions.

Personal Pursuits

Allison resides in Ahwatukee, Arizona, and is originally from Wisconsin. She is actively involved in her local church, Generation Church, and values community engagement. Outside of her professional work, she enjoys reading, tennis, hiking, and traveling. Allison is married and shares her home with her beloved white Labrador retriever.

Community Impact

Allison impacts her community through involvement in her local church activities and spends time serving and helping the foster youth.

Request an introduction to Allison Modrak.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Allison Modrak and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Allison Modrak.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Allison Modrak and Mission Wealth may be the right fit to support your life and financial goals.