Allison Mendoza

Financial Planning & Client Services


Allison Mendoza is currently the coordinator for Financial Planning and Client Services for LPL Financial Services, d.b.a. Socially Responsible Retirement Strategies. She is also studying to take her Series 7 exam to be licensed this Fall 2018. She has worked in small business financing for the prior 8 years, as well as government administration and a wide variety of customer service positions as she was studying at Florida International University in Miami, FL. She has lived all over the U.S., but has chosen rural Wisconsin, and the Midwest as her home to settle into.

Allison, and her partner Daniel, enjoy the outdoor lifestyle of the Driftless region and hobby farm sheep, pigs and chickens. She enjoys the urban offerings that La Crosse has to offer, while spending her leisure time on the Kickapoo river swimming and kayaking, and homesteading their beautiful 27-acre property outside of Westby, WI.