Alissa L. Conklin
Chartered Financial Consultant®, ChFC® & Chartered Special Needs Consultant®, ChSNC®
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 license in 1999 as an Account Executive, became a Financial Paraplanner Qualified ProfessionalTM in 2001 through the College for Financial Planning, became an Investment Advisor Representative through Trustmont Advisory Group in 2005, 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 and state income taxes since 2003 and is a Registered Tax Return Preparer.
Alissa works with the broker dealer firm of Trustmont Group, Inc. which is licensed in all 50 states. Trustmont 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.