As Co-Chief Planning Officer, Alisa develops integrated financial and estate planning and tax strategies for our high net-worth clients and advises them on a wide range of income, estate, and gift tax issues and retirement planning and goals. As Co-President of Boston Fiduciary Services, LLC, she is responsible for overseeing all aspects of the management of the LLC and the fiduciary administration of the professional trustee role.

Alisa’s experience includes Trust Counsel with Loring, Wolcott & Coolidge Trust, LLC, Probate and Estate Tax Practice at Cushing & Dolan, P.C., and Estate Settlement Officer at U.S. Trust, Company and its predecessor firm, State Street Bank & Trust Company.

Alisa received her Bachelor of Arts degree, cum laude, from Midwestern State University and her Juris Doctor from Suffolk University Law School. She earned her designation as a Certified Trust and Financial Advisor from the Institute of Certified Bankers. In 2018, Alisa was awarded the Accredited Estate Planner® (AEP®) designation by the National Association of Estate Planning Councils in recognition of both her experience in and her interdisciplinary approach to estate planning. Also in 2018, she earned her designation as a Certified Divorce Financial Analyst (CDFA®).

Industry Accreditations & Affiliations

Accredited Estate Planner® (AEP®)

Certified Trust and Fiduciary Advisor (CTFA)

Certified Divorce Financial Analyst® (CDFA®)

Boston Estate Planning Council – President Elect

Charitable & Community Involvement

Beth Israel Deaconess – Milton Hospital – Board of Trustees

Personal Interests

Alisa loves spending time with her husband and three young children. In her free time, she enjoys cooking, musicals and travel.