Ally Ecklund, CFP®, CPA
Ally Ecklund’s desire to enter the financial planning field emerged shortly after she began her career as a tax accountant. While she enjoyed her responsibilities, she felt that it was more beneficial to help her clients move closer to their goals through holistic financial planning strategies. As a wealth advisor, Ally enjoys connecting with clients and organizing and consolidating detailed information and then presenting it in a simplified format to clients to help provide peace of mind.
Ally joined Buckingham Strategic Wealth in 2017 after working at Tolleson Wealth Management in Dallas for more than three years as a senior analyst on the client advisory team. Before that, she prepared and reviewed tax returns at the accounting firms Grant Thornton and TravisWolff in Dallas for more than four years.
Ally holds a Certified Financial PlannerTM professional certification and maintains a license as a Certified Public Accountant. She earned a master’s in accounting from University of Texas at Dallas and a Bachelor of Business Administration in accounting and a Bachelor of Arts in sociology from Southern Methodist University.
Originally from Fort Worth, Texas, Ally now resides in Denver. She enjoys traveling and being active whether it’s hiking, yoga or biking to work during the summer. Her active spirit also applies to serving her community. She’s currently a member of the Junior League of Denver and serves as treasurer for the board at Levitt Pavilion Denver.
Buckingham Strategic Wealth is not engaged in the practice of public accounting and is not registered as a public accounting firm.