Allison McFarlane Inc.

At Allison McFarlane Inc. (AMI), we lead with purpose, creativity, and conviction. We specialize in delivering exceptional solutions that help brands not only standout but build lasting connections that drive intentional growth.

Strategic Community Activations: We design and execute high-impact initiatives that boost visibility, foster engagement, and create meaningful brand experiences.
Innovative Branding Strategies: By merging bold creativity with personalized approaches, we deepen audience relationships, build loyalty, and elevate brand credibility.
Aligned Partnerships: Every collaboration is rooted in our clients’ values, enhancing market positioning and brand resonance for measurable, long-term success.

Our grassroot approach combines precision, storytelling, and deep market insight to deliver strategies that drive real results. From community engagement to high-level brand strategy, AMI helps businesses.

Rooted in faith, purpose, and connection, I believe that extraordinary brands don’t just grow they inspire, lead, and leave a legacy.

Let’s build something extraordinary.
✦ Branding ✦ Community ✦ Strategy

Hebrews 11:1 “Now faith is the substance of things hoped for, the evidence of things not seen.”

Chief Executive Officer

JPMorgan Chase & Co.

Business Relationship Manager

Service Women's Action Network (SWAN)

The Service Women’s Action Network (SWAN) is the voice of all military women – past, present, and future. We are a member-driven community network advocating for the individual and collective needs of service women. SWAN’s priorities are guided by our members, who include thousands of women and men, service members, and civilians alike.

Member Board of Directors

Capital One

Vice President, Business Development Banker

Bank of America

Small Business Consultant

Relationship Manager

Small Business Specialist

Founder of AMI | Brand Connectivity | Empowerment| Speaker | Thought Leader | Women Who Mean Business Honoree| Board of Director |🎙️Host of “They Say” Podcast | Business Consultant | Top Voice

With over 15 years of experience in commercial banking, Allison McFarlane built a powerful foundation in financial analysis, strategic partnerships, and client relationship management. Her career spanned both corporate and retail banking, where she held key roles and was known for structuring complex financial solutions, driving profitability, and delivering client-centric innovation.

Allison’s strategic foresight and operational leadership fueled measurable growth for the institutions she served. She led initiatives that improved efficiency, increased market share, and elevated customer satisfaction earning her a reputation as a trusted advisor and change agent within the banking industry.

Driven by a passion for impact and transformation, Allison transitioned into entrepreneurship and founded Allison McFarlane Inc. (AMI). At AMI, she brings together her financial acumen and marketing expertise to design highimpact strategies in sales, branding, and communications. Her ability to distill complex challenges into actionable solutions empowers clients to amplify their presence, cultivate meaningful connections, and drive sustainable growth.

Today, Allison stands at the intersection of strategy, storytelling, and community leadership helping brands scale with purpose and precision.

Allison McFarlane, MBA

New York Life Insurance Company

Agent licensed to sell insurance through New York Life Insurance Company

Agent

NYLIFE Securities LLC

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Financial Services Professional

COMPASS FINANCIAL PATHWAYS LLC 

Hi there, I'm Roger. In my career, what drives me to help my clients is to help them realize their most important goals and objectives. 

Over the years, I have developed strategies for my clients to help them grow and protect their money and feel peace of mind in their financial goals and objectives. 

That's what drives me.

In working with successful senior executives nearing retirement, I understand the unique financial situation that you have. 

In that, my job is to guide you to reaching your goals with a review of the potential roadblocks and costly mistakes that are derailing individuals nearing retirement from securing the life they desire. We also work together on looking at preserving your wealth for the people you love.

Throughout life, we all have to make tough decisions with money. It's helpful when you aren't making those decisions alone. 

My job is to listen carefully and be a guide for you. I offer a variety of solutions that can help you meet a number of insurance and financial needs, including, but not limited to retirement strategies, managing costs for extended periods of care and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 

Neither Compass Financial Pathways LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 
Compass Financial Pathways LLC is not owned or operated by New York Life Insurance Company or its affiliates. 

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

I am not licensed in all jurisdictions.
CA ins lic #0E64535.

Registered Branch Address:
3000 Bayport Drive, Suite 1100
Tampa, FL 33607
(813)546-1876

*The Million Dollar Round Table
(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of
excellence for life insurance sales performance in the insurance and financial services industry.

Roger A. Silvera,  LUTCF® FSCP ® CLTC ®

Just a reminder…

I’m truly passionate about the work I do.

For over 25 years, I’ve had the privilege of helping high earners, entrepreneurs, and professionals not just make money, but build peace of mind and purpose with it.

There’s no better feeling than knowing your work changes lives, one decision, one plan, one legacy at a time.

#WealthLeadership #FinancialFreedom #PurposeDrivenSuccess #LegacyPlanning

Financial Advisor | I Help Successful W2 Executives Nearing Retirement Avoid Costly Retirement Mistakes, Build Wealth Strategically, Reduce Taxes and Create Tax Free Income | Tampa Based

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Allison McFarlane, MBA

Roger A. Silvera, LUTCF® FSCP ® CLTC ®

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The Battle

Allison McFarlane, MBA

Roger A. Silvera, LUTCF® FSCP ® CLTC ®

Followers

Posts

Engagements

Likes

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