Meet Alyssa


As a Client Service Associate, Alyssa provides top-notch assistance in the preparation and maintenance of our client’s financial plans. She aids our team with comprehensive, day-to-day servicing of portfolios and file preparation that allows our advisors to be fully present with clients. 

A student at the Mike Ilitch School of Business at Wayne State University pursuing a Master of Business Administration degree in Finance and Management, Alyssa attended the University of Toledo where she graduated with a Bachelor of Science in Mathematics. She has multiple years of experience within the financial industry and completed Kaplan University’s Financial Paraplanner Qualified Professional (FPQP®️) designation. 

When not at work, Alyssa enjoys maintaining an active lifestyle. You can find her on daily walks, at the gym, playing volleyball, and learning how to snowboard (when the MI weather allows). Alyssa is an avid reader and believes that personal growth is the key to lifelong happiness and fulfillment. She is also learning ASL and hopes to be fluent within the next couple years. She currently resides in Ferndale with her partner, Mike, and their two cats. 


Favorite food:


Best piece of financial advice received:

"Success isn’t measured by money or power or social rank. Success is measured by your discipline and inner peace." – Mike Ditka

Favorite quote:

"Do something today that your future self will thank you for" - Unknown

Favorite book:

Verity by Colleen Hoover; Favorite non-fiction: The 5am Club by Robin Sharma

Favorite movie or TV show:

Law & Order: SVU

What motivates me:

To be better than I was the day before

Something on my bucket list:

Go on a single road trip across all 48 contiguous US states

Place I’d most like to visit:

Sicily, Italy

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