Alana Furlow joined the TrueWealth Advising team in September of 2021 after spending over 8 years in the financial services industry as a Licensed Paraplanner at Ameriprise Financial. Alana has her Life, Health and Annuity licensing along with her FINRA Series 66 and 7. Her primary responsibilities at TrueWealth include assisting advisers with "behind the scenes" paraplanning, conducting preliminary client intake meetings, rebalancing client accounts including asset allocation and placing trades.
Alana has a passion to educate. Shortly after college graduation, she worked with disadvantaged Chicago children at the elementary and middle school level. This directly translates to her current passion for helping her clients understand the complexities of the financial planning process. Alana enjoys time with family, volunteering at her church, painting and being outdoors. In her spare time, she gives piano lessons and teaches Sunday School.
Alana grew up in Griffith, Indiana and graduated college in 2008 with a degree in Secondary Education. She is married to Jacob and has two beautiful daughters, Julia and Eleanor along with two rescue cats.
Alana is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: IN and MI.