Alisa Schultz has 13 years’ experience in the financial and wealth management services industry. Prior to joining Estes Wealth Strategies in 2021, she worked as a financial advisor for a regional bank serving clients in Maryland, Virginia, and the District of Columbia. She holds her General Securities Representative license (Series 7) and is a licensed life insurance and annuity producer. She received a B.S. in Business Administration from Old Dominion University in Virginia.
As a native of Northern Virginia, Alisa enjoys working with local clients, as well as clients all over the U.S., to help them reach their goals. She cultivates client relationships with thoughtful listening to provide honest and knowledgeable solutions. Alisa advises individuals, families, and business owners on retirement planning, financial planning, estate planning, and investment portfolio management.
Alisa is a trustee for McLean Community Foundation, where she helps improve life and work in McLean, Virginia through investment in the community and local nonprofits. She is also a member of New Dominion Women’s Club and is their Reading is Fundamental Coordinator. Alisa lives with her husband, Alan, and has two young adult children. She loves playing tennis in her spare time, as well as traveling, reading, and yoga.
