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“I am passionate about helping others to achieve peace of mind. We live in a world that is often turbulent and ever-changing. That is why it is so rewarding to be part of a team that works diligently to provide our clients with a level of service and dedication that allows them to rest easy when it comes to their finances. At Ratio Wealth Group, we care about our clients’ dreams and goals and help them to create financial plans that alleviate some of life’s uncertainty and guide them to financial security.”
Alyssa focuses on client relations management at Ratio Wealth Group. She has nearly a decade of client services experience, the last five years of which have been specific to helping clients navigate their financial planning needs. Having gained experience in multiple areas of the financial planning process, she has a unique understanding of how the various pieces of a financial plan work together. Alyssa holds a B.S. in Exercise Physiology with a minor in Business Administration from the University of North Carolina at Pembroke.
Work : Life
During her free time, Alyssa enjoys cooking, baking, doing yoga, hiking the local Colorado trails, and spending time with her husband and daughter.