Client Service and Operations Manager
Elissa Withers serves as Client Service and Operations Manager at AlphaCore Wealth Advisory. With over 15 years of experience in the financial services industry, Elissa coordinates resources of the firm to provide superior client service and back office operational support. This involves working closely with the rest of the operations team and advisors to ensure that our processes and procedures function optimally and for the best interest of the client.
Prior to working for AlphaCore, Elissa spent the bulk of her career at Charles Schwab & Co., Inc. as an Operations Manager. With AlphaCore utilizing Schwab to custody its client assets, Elissa is able to integrate her knowledge to provide clients a seamless wealth advisory experience. Elissa resides in Alpine, California with her husband, Luke, and their three children.
Education and Accreditation
University of Arizona, B.S. Business Administration