Alisa spent several years in advisor support roles at other RIAs and has had the opportunity to serve clients at all wealth levels. She is an advocate for financial literacy and finds great fulfillment in supporting advisors as they help individuals and families align their values with their finances.
Alisa has lived in several states (Arizona, Georgia, and Illinois) and countries (Germany, The Czech Republic) before moving to Florida in 2020. Away from the office, she enjoys exploring new cities and areas of her home city (Orlando), working out, and serving at her church.
The Wealth Consulting Group (WCG) is a marketing name for an OSJ of LPL Financial that supports independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through WCG, Adam Weiner has access to additional resources to support him, such as administrative support and investment research. WCG and Freedom Financial Team are separate entities from LPL financial.