Alisha is a Wealth Manager in the Alton and Mt. Carmel branches of Kingsview Partners, where her commitment to service and adventurous spirit make every client experience meaningful. She graduated from Millikin University with a Bachelor of Science in Accounting and minors in English and Business, giving her both technical expertise and a well-rounded perspective.
For the past 12 years, Alisha has worked alongside Josh in the financial services industry, together building a successful team dedicated to helping clients achieve their financial goals. Her background in tax accounting for partnerships, farms, small businesses, and individuals has sharpened her problem-solving skills and her ability to connect with clients on a personal level.
When clients present her with a challenge, Alisha explores every possible avenue to find solutions tailored to their unique financial needs and life goals, always keeping an eye out for tax efficiencies along the way. She genuinely enjoys collaborating with clients’ CPAs, often finding that a good tax conversation is just as rewarding as a financial planning session. Alisha is passionate about empowering women to take charge of their financial futures. She’s proud of the role she played in launching the Ask Her program at Kingsview Partners, where she also serves on the board. This women-focused financial literacy initiative is dedicated to educating and supporting women at every stage of life. Through Ask Her, Alisha helps foster confidence, knowledge, and community among women as they navigate financial decisions and build lasting security.
A believer in personal growth, Alisha regularly ventures outside her comfort zone—whether conquering her fear of heights by skydiving or embracing new challenges in her career. She brings this same spirit of adventure to her life outside the office, where she loves experiencing new cultures through travel. At home, Alisha and her husband, David, share a lively household with their children, Killian and Minnie, and an ever-growing menagerie of rescue pets—including dogs, cats, and even chickens. As an animal lover, she may or may not have stopped to collect a new friend from the side of the road just last week!
Alisha’s love for learning and devotion to family and clients alike shine through in everything she does, enriching both her personal and professional worlds. Her empathy and personal experience allow her to guide clients with compassion, especially through times of loss, always striving to provide peace of mind so they can focus on what matters most.