Alisha graduated from the University of Wisconsin—Milwaukee in 2008 with a Bachelor of Science in architectural studies. The economy was unfriendly to building and construction at that time but Alisha was determined. She adapted and applied her attention to detail initially to the banking side of the financial industry. She obtained her life insurance license in 2010. In 2012, Alisha joined Jannsen + Company as a Wealth Management Assistant. She passed the FINRA Series 7 and Series 66 exams and in 2014, earned the Chartered Retirement Plans Specialist (SM) (CRPS®) certification and became a Financial Advisor in 2015. In May of 2019 she earned the AIF® designation, which demonstrates understanding of the Prudent Practices® and methodology.
She lives in the Town of Genesee - in a home she designed. She loves to travel and cook – especially Italian cuisine. Her dream is to travel to Italy to enjoy the local food and wine while taking in the amazing architecture.
How can I help you
Alisha specializes in employer-sponsored retirement plans. She works closely with business owners to evaluate and compare platforms to ensure the best plan and provider for each individual company. Her commitment to her business clients continues beyond the contract signing, working closely with the business owner, human resources and accounting personnel to ensure plan compliance as well as providing ongoing education to employees.
In addition to company retirement plans, Alisha is intimately involved with financial plan development and client relationship management. She enjoys working with young adults in particular, helping them to get started on a savings path toward a more financially secure future.
Alisha consistently provides quality service, timely and effective communication and positivity to every situation.
- Chartered Retirement Plans Specialist (SM) (CRPS®)
- Accredited Investment Fiduciary® (AIF®)
- BS – Architectural Studies - University of Wisconsin, Milwaukee
- FINRA Series 7 and 66
- Life Insurance License