Alisha Warren grew up in Bridgeport, Illinois and currently lives in Francisco, Indiana. She graduated from Millikin University with a BS in Accounting and minors in English and Business. She comes to Kingsview Partners after spending more than 10 years at Edward Jones.
Serving Others
Even before beginning her career in financial services, Alisha’s successes were always seeded in serving and helping people. She previously enjoyed various roles in human resources and OSHA safety coordination, along with tax accounting for partnerships, farms, small businesses, and individuals.
Embracing the Uncomfortable
A huge factor that impacts Alisha’s capabilities is making a conscious effort to venture outside of her own comfort zone. Whether it’s conquering her fear of heights by going skydiving or working through an uncomfortable situation, she focuses on personal growth from the experience.
Problem Solving
One of the most meaningful aspects of Alisha’s practice is creating lasting relationships with her clients, their families, and fellow colleagues. If she is presented with a problem, she doesn’t immediately have a solution for Alisha explores every possible avenue to meet her client’s unique financial needs and goals that help them progress through various life stages into – and beyond – retirement. She believes educating her clients plays a critical role in guiding them towards a better financial future. Because she can relate on a personal level, Alisha finds fulfillment in guiding clients through times of loss. She strives to provide clients with peace of mind, so they can focus on bigger priorities in their time of grieving.
Fulfilled Life
In her free time, Alisha loves to experience other cultures and lifestyles through travel. She has a variety of unique hobbies that include collecting vinyl records, reading historical fiction, crocheting, and sewing. She’s been married to her husband, David, for 10 years and they have a son, Killian, daughter, Minnie, and two rescue dogs and cats.