Alison Jean Chandler Tonks

Current Employers

Employment History

• 06/2024 → Present
  Action Financial Planning Llc
  Twin Falls, ID
• 08/2020 → Present
  Robert Tonks Md Pllc
  Twin Falls, ID
• 06/2020 → 08/2025
  Self-Employed
  Twin Falls, ID
• 11/2016 → 06/2020
  Select Specialty Hospital
  Powell And Knoxville, TN
• 08/2016 → 07/2018
  Fort Sanders Regional Medical Center
  Knoxville, TN
• 08/2020 → 12/2025
  Volunteer
  Twin Falls , ID

Other Businesses

I am a part-time bookkeeper for Robert Tonks MD PLLC, a medical practice owned by my spouse; the business is not investment-related. My work is conducted primarily from my home office. Business/mailing address: 775 Pole Line Rd W, Suite 112, Twin Falls, ID 83301. I devote approximately 8–10 hours per month to this activity, with approximately 0-1 of those hours occurring during securities trading hours. My duties include recording business transactions, reconciling accounts, and related administrative support for the practice. I have no securities-related or advisory duties in this role; the practice is not currently an advisory client of Action Financial Planning LLC. I am a co-owner, with my spouse, of RRS Properties 21 LLC, a business that is not investment-related. The company, founded on February 24, 2021, owns residential rental properties. Work is conducted primarily from my home office. Business/mailing address: PO Box 5404, Twin Falls, ID 83303. I devote approximately 10 hours per month to this business, with about 5 of those hours occurring during securities trading hours. My duties include overseeing property management and property managers, reviewing financials, and coordinating repairs and renovations. In addition, I serve as a volunteer, uncompensated member of the Board of Directors and Treasurer of the Twin Falls County Health Initiatives Trust, and I am a member of its Finance Committee. In that capacity I participate in the governance and oversight of the Trust's investment portfolio, including helping draft the Trust's investment policy statement, participating in the search for and selection of the Trust's outside investment adviser or manager, and evaluating the suitability of asset classes for the Trust's portfolio. The Trust is not a client of Action Financial Planning LLC; Action Financial Planning LLC does not serve as, and does not seek to serve as, the Trust's investment adviser or manager; and I recuse myself from any Trust matter in which I or the firm would have a financial interest. The Trust's work is conducted locally, with materials and records maintained at my home office. Business/mailing address: PO Box 5404, Twin Falls, ID 83303. This role requires approximately 3–5 hours per month, of which approximately 1–2 hours occur during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-16

Other Names

• Alison Jean Chandler
• Alison Jean Chandler-Altendorf