Alyssa is a Wealth Management Analyst on Soltis’s Midwest team; she brings a strong foundation in holistic financial planning, where understanding someone’s life is just as important as understanding their finances. Before joining the team, she spent her time building complex financial plans and working directly with clients to understand their full financial picture and to help them hit their goals. At Soltis, she brings that same client-first mindset to supporting advisors with portfolio analysis, quarterly investment reports, financial plan development, and client recommendations.
She holds an MBA in Finance from Wayne State University, which gives her the technical background to back up every recommendation she makes. She is also working towards her Series 65 so she can soon step into the advisor role herself.
Outside of work, Alyssa is equally all-in on whatever she’s doing. She stays active through pickleball, snowboarding, yoga, and lifting weights, and enjoys traveling with her partner whenever life allows. Whether she’s on the slopes or deep in a financial plan, she’s not the type to do anything halfway.