Alisa provides administrative and operational support to the advisory team, helping ensure a seamless and responsive experience for both advisors and clients.
She brings more than 15 years of experience supporting senior executives and leadership teams across financial services and professional organizations. Prior to joining the firm, Alisa worked closely with executive leadership at a national mortgage company, where she managed complex scheduling, coordinated large meetings and events, and maintained strict confidentiality when handling sensitive business information. She is known for her attention to detail, strong organizational skills, and proactive approach to supporting team operations.
Alisa takes pride in helping create an efficient and welcoming environment for both colleagues and clients.
Outside of the office, Alisa enjoys spending time with her husband, Jeff, their five children, and two grandchildren. She also enjoys attending rodeo and professional bull riding events and appreciates western style—including a good pair of cowboy boots.