More than 40 years experience in the financial industry

Allison Gallo (Alli)

Administrative Assistant

Alli Gallo is an Administrative Assistant, a role which allows her to live her passion for people and business in a creative and thriving work environment. She is the head of the Power of Zero Retirement initiative.

A graduate of Central Connecticut State University, Alli holds a B.A. in Sociology. Alli began her career in the non-profit sector as a Human Resources professional.

In her free time Alli enjoys spending time with her dogs and horses and general tomfoolery.

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.