Alissa brings over a decade of financial experience and expertise to Rhinebeck Asset Management, including high-level trading and advising experience with national and local financial institutions. Beginning her career amid the financial crisis, she learned the importance of financial health and most importantly the need to have human connection in her day-to-day work. In her role as a Financial Advisor, she helps her clients plan for their financial future by understanding their diverse backgrounds and experiences.
Alissa appreciates the opportunity to build lasting relationships built on open communication and trust to reach her clients’ goals. No two clients are alike and meeting individual expectations is a personal and professional goal. Clients appreciate that she is approachable, easy to talk to, and skilled at simplifying the investing process.
Alissa is originally from Long Island and now lives in Wallkill with her husband and two children. She loves spending time with family, including exploring the local area, including bike riding or walking various Rail Trails, the Shawangunk Grasslands Wildlife Preserve, and Lake Minnewaska. Alissa is also a member and Treasurer for the Inspire Foundation Board. Inspire provides a wide array of outpatient, educational, and support service for individuals of all ages and abilities and for the public.