WALSH FINANCIAL - Key Persons
Alissa is a licensed Financial Advisor in multiple states and holds a Life and Health Producer license. After working in public health for 20 years, Alissa brings a unique approach to understanding the close relationship between people's health and finances. Alissa is passionate about ensuring women feel confident, educated, and involved while making financial and investment decisions for their families. In her experience, women often have different concerns about financial planning than men. As a female financial advisor, she relates to balancing motherhood, a career, and planning for her family.
Alissa helps the client to obtain and keep their life insurance needs updated as well as their long-term care/home health care planning. Through our partnership with Brokerage Unlimited, Inc. (BUI) and operating as independent brokers, we have access to literally dozens of life and long-term care carriers. In partnership with the client, Alissa assists in identifying the best funding options for life and long-term healthcare expenses.
She and her husband have two teenagers. When she's not cheering them on at the sports field, you can find Alissa enjoying the outdoors or watching St. Louis' beloved Cardinals! As a native Arkansan and loyal Razorback fan, she is always ready to "Call the Hogs". Alissa and her family enjoy worshipping at Fellowship of Wildwood.
Alissa holds a Life and Health Producer License and helps the client to obtain and keep up to date on their life insurance needs as well as longterm care/home health care planning. Through our partnership with Brokerage Unlimited, Inc....
Dave's drive to help people put their financial futures on track is inspired by his father, a man with over 50 years of experience in the financial investment services industry. In fact, financial planning is considered a family affair! That's why Dave and his brother partnered with their father for many years to bring personalized financial planning backed by family values to the people of St. Louis, Missouri. Today, Dave brings over 30 years of experience in financial planning, life and long-term care insurance to Walsh Financial Services.
As he offers individualized financial guidance to clients at any stage of life, Dave focuses on keeping our clients educated about their finances and prepared for life's most significant financial risks. As we work together, he takes our clients through a financial review to understand their specific goals, survey their risk tolerance, and carefully design a plan to help them get where they want to be. His goal is to help clients make sound financial decisions along their journey while understanding the principles of retirement savings, income generation, and protection.
Ellen enjoys connecting with our clients and supports the office through a variety of tasks related to organization and communication. She is instrumental in providing administrative support for our office to ensure efficient operation. After working in the graduate offices at a local university, she expanded her skills by working for an area hospital; and like many, has gained on the job experience.
Ellen & her husband Tim, and have four adult children. They are also the proud grandparents of three young granddaughters. Ellen & her husband grew up in central Florida and have enjoyed getting to know St. Louis over the past 15 years. They love spending time with family but when time permits can't pass on a game of pickleball and maybe a round of golf. Ellen & Tim enjoy worshiping and serving at The Crossing Church in Chesterfield.
Katie joined Walsh Financial Services in the Fall of 2022. She comes to us with three years of financial experience and 10+ years of customer service. She is passionate about helping others pursue their financial goals. Katie helps in learning the new technology and keeping the office up to date on the most efficient ways to operate for the benefit of the clients.
Katie has been married to her husband TJ since 2020, and they welcomed a son in 2021. When Katie is not chasing around her toddler, she enjoys working out and spending time with friends and family.
Katie joined Walsh Financial Services in the Fall of 2022. She comes to us with three years of financial experience and 10+ years of customer service. She is passionate about helping others achieve their financial goals. Katie helps in...
Laura has 15 years experience as an Operations Manager in the Financial Services industry. She has a passion for taking care of client needs and expediting their requests as quickly as possible while communicating the process.
After enjoying country life and her horses, Laura and her husband recently moved back to the city. Settling back into city life allows her to be closer to her adult children and their families. Nothing is better than spending time with her 3 adult grandchildren and 10 month old grandson!
Laura feels she has a blessed life and is eager to meet and learn how to best serve our clients.