Alisha joined our team in January 2022. As an Administrative Assistant she works closely with Paul and our advisors, primarily focusing on the 401(k) and Retirement Plans provided by many of the companies we work with. This includes participating in client meetings, preparation of participant meetings, and the annual contract reviews with our clients; and helping to manage the administration of client portfolios, handling client requests, and special projects.
Alisha is from the Spokane area and brings an extensive background in the legal field where she worked and met her husband! They were married in 2010. Alisha has three children and now a granddaughter! She and her family enjoy the outdoors whether it is camping, riding their side-by-side, or heading out on a hike.
You can reach Alisha by emailing her at firstname.lastname@example.org or by calling our office at (509) 462-0747.