Prior to joining Personal Wealth Partners in 2017, Marissa had been an advisor with Integrity Wealth Management for over 10 years. Marissa was drawn to financial planning at a young age; she was fortunate to have worked with her father, a now retired advisor, while in college.
Knowing how stressful finances can be on an individual and a couple, Marissa’s goal is to be a trusted resource for her clients. She works to develop long-term and open relationships with her clients, so she can help them build their unique plan and pursue their financial goals.
Marissa received her Bachelor of Arts from the University of St. Thomas. She also earned her CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards in 2010. Marissa holds the FINRA/NASAA Series 7 and 66 Licenses with LPL Financial. She’s a member of the Financial Leadership Council, a group of advisors who meet to advance their planning skills and industry knowledge.
When not working, Marissa enjoys spending time with her husband and PWP colleague, Mike. Together they love every minute they get to spend with their spirited daughter, Madeleine and goldendoodle, Bella. Marissa is also an avid runner, having completed several marathons. She feels the road to and through retirement is a marathon (not a sprint); and parallels her two passions, noting the importance of making smart choices early in both running and finance!