Community first. Investments second.

With a background in accounting, business management, and marketing, Alissa brings precision, professionalism, and passion to every client relationship. Originally from North Dakota, she traded the cold for the sunshine and coastal lifestyle of the Florida Keys, where she now serves clients locally and across the country while maintaining strong ties to Colorado through regular visits. As an independent financial advisor affiliated with LPL Financial, Alissa specializes in retirement planning, wealth management, and legacy strategies, helping clients navigate every stage of their financial journey: from building wealth and funding education for children and grandchildren to charitable giving, retirement income planning, and creating clear, understandable distribution strategies.

Outside of her practice, Alissa is deeply committed to community involvement, leadership, and service. She has been a Girl Scout leader since 2011 and has supported numerous local and international initiatives focused on education, family support, environmental stewardship, and humanitarian outreach. Her volunteer work has included participation in a medical mission trip to Bolivia, supporting organizations assisting survivors of human trafficking, serving as a foster parent since 2012, hosting foreign exchange students, and volunteering with local community programs and events throughout the Florida Keys.

Alissa is actively involved in organizations including Rotary, Business and Professional Women, the Islamorada Chamber of Commerce, Toastmasters, reef restoration with coral planting, and local charitable and leadership initiatives such as Leadership Success Academy and Community Foundation programs.

When she is not working with clients or volunteering, Alissa enjoys traveling, scuba diving, pickleball, and spending time with family and friends.