Marissa grew up in Parma, Ohio in a very energetic and loving Italian family. She graduated from Edinboro University of Pennsylvania, where she received her B.S. in Financial Planning.
As a Senior Wealth Advisor, some of Marissa’s key roles include leading client relationships, managing the advisory team, and mentoring young advisors within the firm.
Marissa is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of advisory experience in retirement planning and wealth management. With her genuine desire to impact and improve lives, clients regularly use words like trustworthy, attentive, and proactive to describe their experience with her as a thoughtful collaborative process.
Marissa has extensive experience providing wealth planning to clients while providing a coordinated approach with Estate, Tax, and Risk Protection professionals. She believes strongly in comprehensive planning and the fiduciary principles that our partners rely on.
Marissa resides in Brecksville, Ohio with her husband Joe, and their two children Giavonna and Leonardo. She is an avid Peloton user, enjoys attending her children’s various sporting events, and spending time with her family.