NoCo Centerra
Join us for a quick one hour meeting to learn more about our organization, the NoCo Centerra Chapter, and how being a member will help you accomplish your goals!
- Day: Fridays
- Time: 8:00 AM - 9:15 AM
- Purpose Driven Wealth
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Address
4184 St. Cloud Dr. Ste 204
Loveland CO, 80538 - Office Number +1 (970) 330-7411
- Website https://connect.thrivent.com/purpose-driven-wealth
- Linkedin https://www.linkedin.com/in/alyssa-davis-finandact/
Alyssa Davis
Purpose Driven Wealth
Associate
Financial Services - Employee Benefits
Bio
Born and raised in Omaha, Nebraska, Alyssa’s journey led her to Colorado State University, where she earned her undergraduate degree in Business Administration double concentrating in Financial Planning and Accounting. Her thirst for knowledge didn’t stop there—Alyssa went on to earn her Master’s of Accountancy with a specialization in Taxation.
After completing her studies, Alyssa joined Purpose Driven Wealth, where she worked as a paraplanner and honed her skills in the financial world. After gaining invaluable experience, she transitioned into a Financial Advisory role, where she thrives today. Alyssa is deeply passionate about educating clients on their financial opportunities and walking with them through life’s transitions — the exciting and the challenging ones. There’s something special about helping people navigate both the peaks and valleys of their financial journey, and Alyssa takes pride in building lasting, meaningful relationships with clients as they evolve together.
Alyssa’s unique blend of expertise, genuine care for people, and ability to keep things light and fun has enhanced the way we serve our clients.
When Alyssa isn’t making your financial life easier, she’s out hitting the links (she’s been swinging clubs since she was a kid, but recently rekindled her love for the game!), jet-setting to warm beaches (the sand and sun are her happy place), or spending time with friends and family.
You’ll also find her tackling 1,000-piece puzzles, and making it out of tricky escape rooms, and getting lost in a good suspense-filled thriller novel. Oh, and did we mention she has a serious sweet tooth? It’s true, if you ever need a dessert recommendation, she’s got you covered!
Always with a passion for learning and growth, she brings that same enthusiasm to helping her clients succeed financially– all while keeping it real, relatable, and yes, even fun.