Alison E. Purko

Alison E. Couch

Client Service / Marketing Associate

Alison Couch is a member of the Client Service / Operations team, serving as an Associate with a focus on Client Service & Marketing and is based in Heck Capital’s Milwaukee office. Alison’s primary responsibilities include working closely with Advisors to facilitate client requests, assisting with administrative and operational duties in relation to client accounts, and contributing to all marketing, advertising, and communication initiatives for Heck Capital. These initiatives include all outbound written communication and client reports. Alison resides in Brookfield, WI with her husband, Ben, and their dog. Alison enjoys spending time with family and friends, cheering on her favorite sports teams, and being on the lake.

 

Industry Start Date:
2019

Heck Capital Advisors Start Date:
2019

Credentials:
Series 65, Uniform Investment Adviser Law Examination

Education:
B.S., Economics, University of Wisconsin - Madison

Fun Fact:
My twin sister is seven minutes older than me.

What is the most rewarding part of your position?
Getting to interact with clients, learning more about them and their goals and assisting them with their needs.

What does outstanding client service mean to you?
Making clients feel comfortable, truly listening and approaching every question and/or request with a positive attitude.