As an Account Manager, Marissa is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, rolling over accounts and transferring funds. Her responsibilities also include other supporting administrative roles.
Marissa earned her Medical Assisting Certification from Wichita Technical Institute in 2018 and transitioned from healthcare to wealth-care after entering the financial services industry in 2023.
In her free time, Marissa enjoys attending concerts, sporting events, cheering on the Kansas City Chiefs, and continuing to explore all that Kansas City has to offer.
