Alissa L. Conklin
Chartered Financial Consultant®, ChFC®; Chartered Special Needs Consultant®, ChSNC®; Investment Advisor Representative; Registered Representative; and Income Tax Preparer
Alissa is a Bloomsburg native who is a graduate of Bloomsburg Christian School and attended Penn College of Technology in Williamsport, PA. She acquired her securities registrations in 1999 while Account Executive, became a Financial Paraplanner Qualified ProfessionalTM in 2002 through the College for Financial Planning, became an Investment Adviser Representative through Trustmont Advisory Group in 2007, received her prestigious Chartered Financial Consultant® designation in 2013 and Chartered Special Needs Consultant® designation in 2022, both from the American College. She processed home mortgages from 2002-2008. She has been preparing both federal, state and local income taxes since 2003.*
*Tax preparation services offered through Appelman Financial. Trustmont does not provide legal or tax advice.
Alissa works with the broker dealer firm of Trustmont Financial Group, Inc. Trustmont Financial has been in business since 1986.
She and her husband, Brad, have six children and enjoy spending time together as a family. They enjoy working together around the house, taking family vacations, and serving together at their church.