Experience and Education
Alisa specializes in financial planning and investment management for high-net-worth individuals and families. She also works with multigenerational families to help ensure a smooth transfer of wealth and continuation of their family legacy. She has more than 28 years of experience as a financial advisor.
Alisa has developed an affinity for working with women who find themselves in situations including a business sale, corporate stock option, divorce, death and other life events. She enjoys helping women take control of their financial lives, providing them with tools to help them grow and succeed. Prior to joining the firm, she worked with high-net-worth families at Smith Barney as second vice president in the Wealth Management division.
She has a bachelor’s degree from William Jewell College and a master’s degree from Rockhurst University.
She serves on the board of Urban Christian Academy, which provides a tuition-free, holistic education marked by academic excellence to disadvantaged Kansas City students. In her spare time, she enjoys spending time outdoors with her four children and husband, hiking, biking and also enjoys traveling.