I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Allison Modrak CFP®
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
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?
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’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.
As a member of Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.
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.
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Our team.
Meet the experts in your corner.
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