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.
GET TO KNOW ALYSSA
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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