SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES - Key Persons
Allison Mendoza is the owner and lead fiduciary LPL Financial Advisor at SRRS. She has been with the firm since 2017, and recently took ownership and operation in 2021. Previously, Allison worked in small business financing for 8 years, as well as government administration and a wide variety of customer service and hospitality positions. This has provided her with a spectrum of experience to help support all types of clients and business owners navigate financial goals.
Allison grew up in Minneapolis, lived many years in South Florida, and has chosen rural Wisconsin and the Midwest as her home and community. She enjoys the outdoor lifestyle of the Driftless region, operates a farm that has included raising cattle, sheep, pigs, and chickens with her partner Daniel. Allison also loves to travel and enjoys the urban offerings that La Crosse, Madison, and Minneapolis offer while spending her leisure time reading, swimming, kayaking the seven rivers, and hiking the Kickapoo Valley Reserve. She currently resides in her home in Viroqua and her farm in Richland Center, WI.
Education:
Associates in Business Administration, Miami Dade College
Bachelor of Science, Purdue University
Job Titles:
- Client Relations Manager for LPL Financial Services
Erin Anglin is the current Client Relations Manager for LPL Financial Services, d.b.a. Socially Responsible Retirement Strategies. She earned her Bachelor of Arts in English Literature at UW La Crosse, and she assists the company with providing accessible service to our clients.
Erin loves to read, garden, and renovate her 100-year-old house with her son in Viroqua. When she's not remodeling a part of her house better left to professionals, you can often find her at the farmer's market or the libraries in the local area.
Job Titles:
- Financial Investment Planner
Job Titles:
- Administrative Associate
- Associate
- Board Member of FairShake, Inc
- EDUCATION
- Founding Member of the Driftless Community Radio
William "Bill" Neil is semi-retired and acting in the capacity of an Administrative Associate with the firm. He worked as a financial advisor for over 35 years.
Bill is involved in his local community as a founding member of the Driftless Community Radio or WDRT in Viroqua, a classically trained composer, and a board member of FairShake, Inc. He lives with his wife Pamela, a certified reflexologist, in the Driftless Region of Wisconsin.
EDUCATION
Case Western Reserve University, Master and Bachelor of Music 1972-1977
Fulbright Fellowship, Germany, 1978-1979
Doctor of Arts, Music and Media Arts, 1979-1981
American Symphony Orchestra League, Management Fellow, 1988-1991
American College, Chartered Financial Consultant Course Work, 1992-2000
Fi360, Accredited Investment Fiduciary Designation, 2014