Alyssa Thompson is a financial services professional with nearly a decade of experience in supporting client relationships and investment operations within the wealth management environment. Alyssa plays an integral role in delivering a high-touch client experience. She ensures seamless communication between advisors and clients, anticipates service needs, and oversees timely follow-through on requests to support a consistent and elevated level of care. Alyssa holds a Bachelor of Science from University of Wisconsin–Madison and maintains her Series 65 license through the Financial Industry Regulatory Authority, along with a Wisconsin Life and Health Insurance License.
Outside of her professional role, Alyssa serves as Treasurer for the American Association of University Women – Fort Atkinson Affiliate, supporting financial oversight and organizational initiatives.