Alyssa is passionate about helping individuals and families take control of their financial futures. As a Financial Planner, she takes the time to truly understand your goals, dreams, and unique circumstances. Whether you need guidance on selecting the right insurance to protect what matters most or want advice on investing for your long-term financial security, Alyssa is committed to offering clear, tailored solutions that put you in the best position to succeed.

Her approach goes beyond just giving advice—she educates her clients, empowering them to make informed decisions. Alyssa works with you step by step, helping you determine the right level of protection, whether for your family, your business, or your health. She also assists in developing sound investment strategies to help you build wealth, save for retirement, and reach other financial milestones. Alyssa’s goal is to be a resource you can rely on throughout life’s changes, offering both ongoing guidance and the peace of mind that comes with knowing your financial future is in good hands.

Alyssa holds her life, accident, and health insurance licenses, along with Series 6, 7, 63, and 66 Securities Registrations.  After graduating Summa Cum Laude with a Bachelor’s Degree in Finance from the University of Rhode Island, Alyssa has continued to build a reputation for combining professional knowledge with a personal, client-first approach.

When she’s not working with clients, Alyssa enjoys spending time with her dog, Dasher, and remains actively involved in basketball, both as a player and coach. She resides in Shelton, CT, where she enjoys being part of the community.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT