Alissa says she approaches client meetings anticipating hearing about her clients’ life updates and future plans. She enjoys dynamic relationships and tailoring her financial planning recommendations to clients’ life goals.

Alissa says she finds meaning when her clients tell her they sleep better at night after their conversations with her or when they feel they can finally afford to take the trip of their dreams.

She says clients enjoy plugging different scenarios into the Wealth Studios software to see how changing their expenses now might affect their future plans. They adjust goals and expenses and see how changing the retirement age or buying that dream RV impacts the financial plan. She says she constantly relates technical knowledge to her client’s real-life goals to make it tangible.

Alissa has her Series 65, and graduated from Ohio University with a double major in finance and marketing. She enjoys traveling, trying new foods, and spending time with her Goldendoodle.