As a Wealth Advisor on the Midwest team, Alyssa has a passion for building and monitoring custom portfolios to match your long-term goals, coordinating multi-generational asset transfers, creating tailored investment solutions, and so much more for her clients. With her support, you’ll be able to reduce the overwhelm and stress of managing your money while getting the peace of mind knowing a professional is protecting your financial future and helping you live the life you want – both now and in the future.
Alyssa has earned her Master’s in Business Administration in Finance and Management from Wayne State University and graduated from the University of Toledo with her Bachelor of Science degree in Mathematics. She excels at not only placing your best interests at the forefront of all her recommendations, but she’s also able to translate complex market concepts, risk metrics, and financial planning strategies into clear, understandable terms so you’re never left uncertain. She’s the type of advisor you want in your corner to help calm market anxieties, keep you disciplined during economic downturns, and help you stay on track with your financial goals.
When she’s not behind the computer figuring out the best investments for you, you can find her hiking in nature, reading historical fiction and thrillers, or staying active in the gym. She’s also knee-deep in one of her biggest projects to date: renovating a newly purchase home with her partner, Mike.