As Chief Operations Officer, Alyssa is the engine behind the systems, service, and strategic growth that allow the firm to deliver a seamless, high-touch experience to every client. With a sharp eye for operational excellence and a deep commitment to people, she ensures the firm runs with both precision and heart.

Alyssa believes true wealth extends far beyond financial assets—it includes health, peace of mind, time freedom, and the ability to live with purpose. Her work is rooted in the belief that when clients feel financially strong and supported, they’re better positioned to prioritize what matters most: their families, their wellbeing, and their futures.

From optimizing internal processes to building scalable solutions, Alyssa’s leadership helps create an environment where advisors can thrive—and where clients feel confident, cared for, and aligned on their journey to both financial and personal wellness.