Alisa joined PFS Wealth Management Group in 2020 as the Client Services Specialist. She makes sure all of the office operations run smoothly. She prides herself on being organized and accurate in everything she does.
Alisa began her career in the banking industry over a decade ago and has many years of experience working with financial advisors, providing excellent service to clients in their retirement planning.
Alisa enjoys spending time with her husband and loves outdoor activities such as paddle boarding and kayaking.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 888-314-PLAN today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
***Must be at least 55 yrs old with a minimum $250k in current investments
Advisory services offered through Madison Avenue Securities LLC (MAS), a Registered Investment Advisor; MAS and PFS Wealth Management Group are not affiliated companies. MAS does not provide legal and tax advice. Seek competent legal and tax counsel for your specific needs.