Retirement Plan Support Specialist
Alisa joined the Clear Path Advisory team in September 2022 to assist operations for our 401k plans and our financial planning clients. With the continued growth of the practice, Alisa provides the additional support where it is needed to ensure the highest level of service for our clients. In addition, Alisa brings her background of graphic design to update and upgrade the marketing strategies of Clear Path Advisory.
Along with her marketing skills, Alisa comes to Clear Path Advisory with 6 years of professional fundraising experience, with a particular emphasis on client relations. Her bubbly personality and friendly demeanor jibe impeccably well with our team, and our clients.
In her (not so) spare time, Alisa lives an active lifestyle and considers herself to be a competitive 'Pelotoner.' She loves photography, dance, and a delicious 'hearty salad.' Alisa lives in Stevenson, Maryland with her husband, Jon, and her daughter, Madyson.