Operations & Service Associate
Alyssa is responsible for ensuring the operations of our financial planning firm run smoothly. Alyssa assists in gathering client data, preparing investment and insurance paperwork, scheduling meetings, and maintaining our client relationship management system.
Before joining Burkholder & Associates, Alyssa was an Operations team member at Yellow Duck Technologies in Towson MD. In her previous role, Alyssa helped with hiring, revising company manuals/documents, managing payroll, and organizing company events.
Alyssa recently graduated from the University of Maryland in College Park, MD where she earned a bachelor’s degree in English.
Alyssa is also an avid lover of animals and enjoys spending her free time with her two cats (Phoebe and Louie) and her dog (Zoey).