Retirement Servicing Specialist
Alisha is a dedicated Retirement Servicing Specialist with a passion for building relationships through her inherent kindness and compassion. This quality shines brightly in every interaction, especially with the families and individuals she serves. Her ability to listen attentively enables her to truly understand the needs of the families and individuals we serve, allowing her to offer personalized guidance and support.
With a solid background in processing essential documents and analyzing data, Alisha plays a critical role in your retirement journey. Her expertise extends to preparing paperwork and retirement strategies, working closely with our Retirement Planners to develop comprehensive and customized plans known as the RetireSecure Roadmap. Her qualifications also include passing both the Series 6 and 65 securities exams and holding Iowa life, accident, and health insurance licenses.
Before joining Merkle Retirement Planning, Alisha honed her skills and expertise as a Retirement Specialist at Principal Financial Group for five years. There, she was instrumental in assisting participants of employer-sponsored plans, answering questions and assisting with transactions.
Alisha is an enthusiastic live music fan. Her favorite concerts include REO Speedwagon, Phil Collins, and Greta Van Fleet. As a mother, Alisha cherishes taking long walks and exploring parks with her young daughters, Liliana and Maisy.