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.
