Alyssa Calhoun, MBA
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When I'm looking for a new professional for my own needs, whether that be a doctor or CPA, I prefer to work with a woman. I feel more understood, accepted for where I'm at in my journey, and a sense of community. As a women in the financial profession, I know women are in the minority when it comes to earning, saving and receiving financial advice. It is my dream to help as many women as I can feel financially secure and independent to make the life choices they truly want, not ones they feel are necessary due to limiting circumstances.
`Working for a small independent IRA requires Alyssa and her colleagues to wear many hats. She is the Director of Client Communications, where she engages with all of the firm’s clients to better their experience and make a positive impact on their lives. As an Associate Wealth Advisor and member of the Investment Committee she specializes in working with women, mid-career professionals and families. As an advisor that embodies all these characteristics herself, she is able to easily connect with her clients and their lives.
Prior to joining CAM, she worked for 14 years in the financial services industry on the investment side for Dimensional Fund Advisors (DFA) and Shell Asset Management. At these organization she worked in portfolio management, corporate governance, client facing with financial advisors and sales enablement. All of these roles added on to her knowledge and skill set that she brings to her clients at CAM. With a deep understanding of investments and how to communicate with investors, she is able to help clients remain calm in volatile markets and stay focused on their goals.
When she’s not in the office, she’s busy volunteering with the PTA at her children’s school. She is the mother of an active 6 year old son and a curious 4 year old daughter. To keep up with their active personalities, she attempts to call herself a runner. She’s also a dedicated blood donor and election worker to encourage all those able to vote, to do so. And her ultimate passion – traveling with her husband, Jacob, and kids. Growing up she wanted to be Samantha Brown. Tell her about your most memorable trip.
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M & A Consulting Group, LLC, doing business as CAM Investor Solutions is an SEC registered investment adviser. As a fee-only firm, we do not receive commissions nor sell any insurance products. We provide financial planning and investment information that we believe to be useful and accurate. However, there cannot be any guarantees. CAM Investor Solutions, has offices located in Colorado, Florida, and Texas. The firm only transacts business in states where it is properly registered or in compliance with applicable state regulations.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
As a fee-only firm, we do not receive commissions nor sell any insurance products. We provide financial planning and investment information that we believe to be useful and accurate. Our fee is either 1% of assets managed or a flat fee for planning only, which varies on the planning needs of each client. Have questions about our fees, please feel free to set up a meeting for further details.
