Alisha began working with LGT Financial Advisors LLC in 2010 as the firm’s Operations Manager. Focusing her work on women’s wealth management, Alisha quickly progressed towards full-time advisor. In 2015 she became a CERTIFIED FINANCIAL PLANNER™, and worked with clients to build practical, holistic financial plans. After taking a brief break in 2018 to tend to her 3 beautiful children, she re-joined the firm in 2021. Alisha brings a vast knowledge base and true client-first experience to the firm. Alisha typically guides business owners and high net worth individuals through a goals-based wealth journey to ensure financial success. On a day-to-day basis Alisha collaborates with other advisors on targeted planning methods, facilitates private placement investment strategies, and provides educational seminars to clients and prospects.