Alyssa has three years of experience in financial services, with a background in financial planning and tax support. She is passionate about helping individuals and families gain clarity and confidence in their financial lives, understanding that thoughtful planning can provide a meaningful sense of peace of mind. Alyssa takes pride in building strong relationships and contributing to a seamless, supportive client experience. She supports advisors through meeting preparation, follow-up coordination, and operational tasks to help ensure the planning process runs smoothly.

Outside of work, Alyssa enjoys staying active, watching sports, and spending time with family, friends, and her dog.