As a natural connector and encourager, Alison (Ali) is dedicated to championing both clients and advisors in her role as a Client Service Associate at Morton Brown Family Wealth. She is often the first point of contact for service-related needs, ensuring a seamless experience for clients from onboarding and beyond.
With a positive energy and a deep commitment to client care, she strives to make every interaction both personal and reassuring.
Ali takes Morton Brown’s Financial Confidence Reimagined mantra to heart, recognizing that financial decisions can sometimes feel overwhelming. She is passionate about easing clients’ concerns and reducing stress by tailoring solutions that align with their unique needs. Through empathy and authenticity, she builds strong relationships, finding fulfillment in knowing her clients feel secure, supported, and confident in their financial future.
“My goal is to make every client feel heard, supported, and confident in their financial journey. Whether it’s answering a question or solving a challenge, I want them to know they have a trusted team behind them every step of the way.”
ALISON EHRET
With more than a decade of customer service experience in banking and wealth management, Ali brings both expertise and a people-first approach to her work. Her background in clinical psychology gives her a unique perspective in understanding clients’ concerns and providing thoughtful, compassionate guidance. She feels deeply connected to Morton Brown’s culture, inspired by the leadership of Dennis and Katie, and committed to continuous learning and collaboration with her colleagues.
Outside of the office, Ali enjoys spending quality time with her boyfriend, Quinn, her son, Brayden, and their Goldendoodle, Izzie. Whether she’s cheering on her son at a sporting event, hiking, or tending to her garden, she finds joy in nature and staying active. A travel enthusiast, she also looks forward to exploring new destinations across the U.S. each year.
EDUCATION & CERTIFICATIONS
- Kutztown University, Bachelor of Science in Clinical Psychology
COMMUNITY LEADERSHIP
- Lehigh Valley Chamber Women2Women Leadership Development (Class of 2025)