Steve Allison

Steve Allison, ChFC®, CTFA

Director of Financial Services Representatives

Steve Allison is a Financial Services Representative serving clients in Minnesota including Covenant Living of Golden Valley, North Dakota and western Wisconsin. He is passionate about working with clients to explain the complexities of financial planning in easy-to-understand ways. He has been with Covenant Trust since June of 2012.

Steve graduated from the University of Wisconsin-Eau Claire in 1987 with a degree in business administration. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) professional designations from the American College in Bryn Mawr, PA. In 2018, Steve earned his Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association. Before joining Covenant Trust, Steve held positions as a business consultant, speaker and trainer at Allison & Associates and as a vice president of case administration at First Northern Financial Resources.

Steve lives in Duluth, MN with his wife Kelly and two boys, Derek and Dane. He is an active member of Lakeview Covenant Church. When he’s not meeting with clients, he enjoys the great outdoors either hunting, fishing, boating, kayaking, snowboarding, cross-country skiing or coaching soccer.

Phone: 847-583-3264