“I believe genuine connections are the foundation of meaningful financial guidance. Every client’s story is unique, and I am committed to tailoring support that aligns with their individual goals.”
Approach
Alyssa thrives on building strong, authentic relationships with clients, listening carefully to understand their life
journeys and financial aspirations. She brings empathy, clear communication, and dedication to supporting clients
and advisors in achieving their goals.
Education & Credentials
- Alyssa earned her Bachelor of Arts in Public Relations from SUNY Oswego, where she actively participated in
Delta Phi Epsilon sorority, serving as New Member Educator and Head of Social Engagement.
Experience
- Wells Fargo Advisors (2020 – 2025) – Client Associate
Away From The Office
Raised in the scenic Adirondack foothills near Lake George, Alyssa’s love of exploration and storytelling was sparked
early. A study-abroad semester in Australia during college deepened her passion for travel and continues to
influence how she connects with diverse people and ideas.
Outside of work, Alyssa enjoys live music and planning her next travel adventure—activities that fuel her creativity
and curiosity.
