About Me
Alisa is dedicated to understanding client needs in every stage of life and develops comprehensive wealth management plans to help clients pursue their financial goals. She believes in taking a balanced approach to investing, using multiple asset classes and management styles to help diversify portfolios and mitigate risk. She can also work closely with clients’ CPAs, attorneys, and other trusted advisors to help ensure tax and estate planning issues are properly addressed. Before her career in finance, she was a sales executive in the fruit marketing industry on a global level. She believes this experience has helped her relate to clients in our valley with a deeper understanding of their financial concerns and objectives.
Alisa earned a B.A. in International Studies at the University of Washington.
Alisa is an active Chelan-Douglas County C.A.S.A volunteer, president of the Cashmere Youth Soccer association, member of the Cashmere Rotary Club, and former director of San Nicolas Project nonprofit. At her home in Cashmere, she and her husband, Adam, enjoy spending time with their three young children, Shiloh, Will, and Lenora, as well as their German Shepard, Winnie. She loves exploring the mountains around us and traveling the world.
Diversification does not ensure a profit or protect against loss.
About Me
Lori began her investment industry career in 2009 and joined Stifel in 2013. Prior to joining Stifel, she worked as a client service associate at Washington Trusts Bank and a financial advisor at Thrivent Financial. Lori focuses on assisting clients with their administrative needs while delivering a high level of service. Lori earned an Associates in Supervisory Management from Alexandria Technical College and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
About Me
Sheri began her financial services career in 2006 and joined Stifel in 2009. She has 40 years of customer service experience in a variety of industries working with clients. Sheri is one of the team’s first points of contact and assists clients with any account-related questions they may have. She is committed to delivering top-tier client service and works to develop long-lasting relationships with their clients. Sheri attended Shoreline Community College and the University of Washington and holds Series 7, 63, and 65 securities licenses.
About Me
Leslie began her financial services career at Stifel in 2012. Prior to joining Stifel, she worked in banking for 10 years – two years at a credit union and eight years at Wells Fargo Bank. She assists the team with their scheduling needs. Leslie holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
About Me
Patrick began his financial services career in 2014 at Stifel. He is committed to delivering a high standard of care to clients and assisting with the administrative and operational needs of the team. Patrick earned an Associates in Technical Studies with a major in Accounting Technology and Bookkeeping from Wenatchee Valley College. Outside the office, he stays busy coaching his son’s baseball team.