Phone: 970-427-5570
Email: alissa.harris@lpl.com
LinkedIn
Alissa gained her deep roots in the Retirement Planning Industry from her family. Her family still runs a successful General Insurance Agency and have been serving the senior product needs of agents and brokers across the country since 1973.
Alissa graduated from the University of Nebraska, and she obtained her Life and Health Insurance license in 2003. In 2004, she created Axford Tax Advisory Group (ATAG), after early on, understanding that her clients needed a place to receive a holistic financial plan. In 2010, Alissa joined Investment Centers of America (ICA). In 2017, her practice moved to LPL Financial. She is Series 7, 63, and 65 registered through LPL Financial and fully insurance licensed in several states.
Alissa leads a team to provide client solutions and services with integrity and experience.