As a Strategic Consultant, Marisa works directly with newly onboarded advisors and advisory firms to provide all the support needed to transition to GeoWealth successfully, then serving as the ongoing point-of-contact at GeoWealth. Marisa has 5+ years of experience working in the financial services industry in various roles, so she is able to wear many hats.
In early 2022, Marisa joined First Ascent Asset Management, which was acquired by GeoWealth in March 2023. Prior to that, she had various roles working as an insurance underwriter/producer and eventually finding her way into the financial services industry as a marketing consultant to financial advisors. Marisa holds a Bachelor of Arts at Arizona State University and a Master’s degree at Grand Canyon University.
Marisa splits her time between her home in Scottsdale, AZ and Boise, ID where her Fiancé’s family resides. She enjoys cooking Italian food for her large family whenever she can, watching Italian club soccer (Go Inter!), and exploring the outdoors as much as possible.