Alyssa Kirk

Client Relationship Manager

Alyssa supports Cornerstone executives by coordinating scheduling, communication and special projects. And, as a member of the Client Service Team, Alyssa works closely with Wealth Advisors to: 

• Answer account service questions and resolve concerns
• Process transfers and withdrawals, walk you through the paperwork
• Assist new clients with on-boarding, open new accounts
• Coordinate the client meeting preparation process and ensure follow-up tasks are completed
• Work side-by-side with beneficiaries to help make the transition smooth and eliminate as much stress as possible

A resident of Huron, SD, Alyssa grew up in Balaton, MN. She played college basketball at Dakota State University where she earned a BBA degree with a specialization in Management.

Alyssa holds the Series 7 license and Series 66 license.


hat motivates you to work hard? Knowing I’m making a difference in my life and in the lives of people I’m with.

Favorite book, documentary series, podcast, etc.? I love reading anything for personal development. One of my favorite podcasts is EmpowerHER.

When was the last time you did something for the first time that challenged you? Running a half marathon. I’ve never been a runner.

What are your plans for retirement? Live in a log cabin in or near the mountains.

Getting The Relationship You Deserve

Wealth Advisor Interview Guide

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