Our Team

ALYSSA MARKS – Owner / Financial Planner / Wealth Manager

After nearly 15 years at a locally renowned independent Financial Planning firm, Alyssa decided to branch off and start Trifecta Financial. She has a goal of educating clients, so they can gain a deeper understanding of their investments. She wants to listen and understand each client’s individual intentions for their hard-earned savings. Alyssa strives to be accessible to her clients and provide exceptional service.

Alyssa is a dually registered financial professional. She is registered with FINRA (Financial Industry Regulatory Authority), as a Broker/Dealer Representative, and with the SEC (Securities Exchange Commission) as an Investment Advisor Representative. 

Alyssa holds the Series 66, Uniform Combined State Law License, and the Series 7, General Securities Representative License; as well as being licensed in Life, Health & Long-Term-Care Insurance. Alyssa holds a Bachelor of Science degree with honors (cum laude), from IL State University, and she has also completed a number of classes towards a Master’s degree in Financial Planning at Eastern IL University & the College for Financial Planning.