Alisha graduated from the University of Missouri–Columbia with a Bachelor of Science in Personal Financial Planning and has four years of experience in the financial services industry. In her role as a Financial Planning Coordinator, she holds her Series 7 and 66 licenses and supports Michael’s team through trading, investment execution, and portfolio operations.
Relationship‑focused in her work, Alisha emphasizes strong trading knowledge and comprehensive planning support. She assists the team in reviewing each client’s financial situation, identifying goals and concerns, and helping develop clear strategies to address any gaps.
Outside the office, Alisha enjoys traveling and spending time with her husband and their pups.