Alissa is a Senior Private Client Manager with Private Wealth Reserve within FNBO Wealth. Her primary focus is administering investment management accounts and individual retirement accounts for high net worth clients, while assisting with their overall financial relationship.

Alissa enjoys building long-term relationships through listening and understanding what's important to them. Her unmatched care and knowledge in the wealth space allow her to anticipate client's needs and respond proactively.

CREDENTIALS

Alissa joined FNBO in 2011 and has more than 20 years of experience in the trust and financial services industry, where she held roles in mutual fund and cash management operations, operations management, HSA administration, and IRAs.

Originally from Northeast Iowa, Alissa is a graduate of University of Northern Iowa where she holds a Bachelor of Arts in Finance. She is a Certified IRA Services Professional (CISP) and also holds her Series 65 securities license.

PASSIONS

Alissa and her husband stay busy following their son around to various school and outside activities. Whenever possible, they enjoy traveling near and far to visit family. Her family cherishes their family dog, Ruby, who always adds a lot of entertainment to the house.

Alissa also enjoys sharing her time and talents through FNBO community sponsored volunteer opportunities.