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 35 years of experience as a financial advisor.
Alisa has developed an affinity for working with women who have been impacted by certain life events, such as a business sale, corporate stock options, divorce, death and others. She enjoys helping women take control of their financial lives, providing them with tools to help them grow and succeed.
Prior to joining Mariner Wealth Advisors, Alisa served as second vice president in the wealth management division at Smith Barney, where she worked with high-net-worth families.
Alisa has a bachelor’s degree from William Jewell College and a master’s degree from Rockhurst University.
Away from the office, Alisa serves on the board of Urban Christian Academy, which provides a tuition-free, holistic education marked by academic excellence to disadvantaged Kansas City students. She enjoys spending time outdoors with her four children and husband, hiking, biking and traveling.