Meet Alyssa
How do you add value for our clients?
Alyssa brings extensive experience in the financial services industry, with a strong background in customer services and client support. Known for her attention to detail and dedication to helping clients feel confident and supported. She takes pride in building lasting relationships and delivering a seamless experience. Her career in finance has equipped her with dep knowledge of client needs and the ability to provide thoughtful, solutions-oriented services.
Background
Alyssa holds a bachelor’s degree in business administration with a specialization in Hospitality and Tourism Management and is a proud member of Delta Mu Delta, the International Honor Society in Business. She has also earned a Leadership Essentials Certificate from Cornell University, and the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. In addition, she has obtained her Series 6 and 7 registrations during her financial career along with Life and Health Insurance Licensure.
Passions
Outside of work, Alyssa I deeply involved in her son’s school community. She previously served as Treasurer of the PTO at his elementary school and currently holds the Treasurer role for the Band Boosters in his middle school, with plans to stay active as he transitions to high school. She enjoys watching football, decorating for the holidays, reading, and spending time with friends and family. Whenever possible, she loves being outdoors and finding new ways to stay active and engaged.
