Dedicated to serving others, Alisa prides herself on ensuring paperwork is meticulously handled, processing experiences are seamless and clients can focus on their financial journey without the burden of detail-oriented tasks.
“I love getting to help our clients and assist our advisors to make a difference in our clients’ futures,” she says.
Before joining PFS Wealth Management Group in 2020, Alisa honed her operational skills while serving in a similar role with an advisory firm in Illinois. She graduated from Illinois Central College in 2007 with an associate degree in business administration.
Outside of work, Alisa is a devoted wife to Ben, “the most amazing husband,” and proud mother of Breitling Cove, “the most incredible boy.” A resident of Naples, Florida, she loves spending time with her family, especially at the beach. Alisa also enjoys paddle boarding, watching sunsets and dolphins, playing the bass guitar and mandolin, and singing in church with Ben.