Allison Daines, CFP®

Director of Client Delight

Allison Daines is a CERTIFIED FINANCIAL PLANNER™ professional who works closely with JBW families to bring clarity and confidence to their financial lives. With a degree in

personal financial planning and experience advising more than 100 clients earlier in her career at Vanguard, Allison combines technical financial planning knowledge with a gift for making complex topics feel approachable and understandable. 


At JBW Allison helps deliver a highly personal, thoughtful experience for families navigating complex financial lives. She enjoys making financial planning topics feel approachable and especially loves the moment when something clicks for a family and uncertainty gives way to greater peace and confidence.


Allison’s interest in financial planning was sparked by its practical ability to help support happy, confident families. She appreciates being able to help families feel more informed and intentional as they make important decisions together. Outside of JBW, Allison enjoys creative pursuits ranging from gardening and photography to her someday goal of writing and illustrating children’s books. 


Education & Credentials
  • Bachelor of Science in Personal Financial Planning - Utah Valley University
  • Minors in Digital Media and Business Management - Utah Valley University
  • CFP® – CERTIFIED FINANCIAL PLANNER™ professional 


Learn More About Me

  • Favorite Quote

    “Be the change you wish to see in the world.” I’ve always thought this quote came from Ghandi, but the internet is currently arguing over who actually said it. Nonetheless, it’s still a great quote to live by. 

  • Hobbies on your Bucket List

    Writing and illustrating children’s books, learning to make stained glass art, developing film photographs, calligraphy, and inventing something. 

  • Early riser or night owl?

    Night owl! Though I am married to an early riser who is trying to help me change my ways.

  • What’s one thing most people don’t know about you?

    I got to be a radio DJ for a while during my time at college. It was a blast! 

  • What is the most inspiring part of your job?

    The emotional reaction I get to watch right after a client has a “light-bulb” moment. First comes the light bulb where the client makes the mental connections and understands what’s being shared, and then comes the best part… a newfound peace and confidence that follows. Seeing clients grow in confidence and experience greater feelings of peace and hope for their future is such a gratifying part of being in this field. 

  • What are the values that drive you?

    Creativity, kindness, peace, gratitude, and faith.

  • If you could only eat one meal for the rest of your life, what would it be?

    I highly prize variety in my meals, so this is a tough one for me. Probably grilled chicken, mashed potatoes, and a delicious green salad. 

  • The most important thing you learned before high school was…

    My parents helped me to understand from a young age that it doesn’t matter whether someone is holding a mop or wearing a crown, everyone deserves to be respected and treated with kindness. Eyes to see beyond someone’s circumstances has allowed me to befriend many incredible people throughout my life that at first glance I may not have reached out to.

  • Favorite Books/Podcasts

    A couple of my favorite books are Big Magic: Creative Living Beyond Fear and The Heavenly Village. My favorite podcasts are Carl Richards’ Behavior Gap Radio and Miranda Anderson’s Live Free Creative podcast. 

Let's Explore What's Possible

We believe wealth is about more than growing assets. It's about using your resources intentionally to strengthen your family, pursue meaningful goals, and align your wealth with what matters most.


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