Alisa Roth

Senior Wealth Advisor

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 33 years of experience as a financial advisor.

Alisa heads up the Solutions Group, a team at Mariner Wealth Advisors dedicated to helping women with money in motion. Over the years, she 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.

Accolades

Alisa was named to Forbes’ Top Women Wealth Advisors Best-In-State list, ranking #4 in Kansas in 2024.

Personal Interests

Away from the office, Alisa is busy guiding her four children along their journey of becoming adults who care about the world and those in it. She realized as soon as three of them hit their teenage years that this would be the focus of her efforts for the near future. She still looks forward to board work supporting urban education as her children graduate and leave the nest. It is her deepest desire to ensure all children receive a stellar education, as she believes education is a game changer in ensuring equity in this world.

Alisa’s Office

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 was published in February  based on prior year data as of September 30th.

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