Portfolio Manager
Alyssa is a portfolio manager with a growing portfolio of clients, recognized for her expertise, creativity, and fresh perspective. Since joining Compass in 2018, she has developed a strong background in client relations and portfolio management. Alyssa focuses on providing comprehensive care for her clients by teaming up with CPAs, estate planners, insurance agents, and other professionals, delivering a team-based approach to address every aspect of her clients’ financial needs. With a commitment to value, she thrives on helping clients navigate life’s changes and achieve their goals.
Before joining Compass, Alyssa gained valuable experience as an Accountant at Residential Science Resources/Simple Energy Testing from 2015 to 2018. She also dedicated her time as a volunteer Tax Preparer with Prepare + Prosper from 2013 to 2015. Alyssa holds an Associate of Applied Science (A.A.S.) in Accounting from Minneapolis Community and Technical College and a Bachelor of Science (B.S.) in Finance from Metropolitan State University.
Outside of her professional life, Alyssa is a devoted wife and mom who finds joy in life’s simple pleasures. She shares her home with two beloved dogs, Ari and Wilbur. Alyssa loves exploring through cooking, concerts, outdoor activities, and travel, always seeking new ways to connect and create. Alyssa also has a deep appreciation for different cultures, which inspires her work and personal pursuits.