Woman smiling, wearing a cream sweater and a blue shirt, in front of a fountain.

Alisa Gramm

Client Service Associate

As someone driven by a longstanding desire to serve others, my professional journey has been shaped by roles centered on care, precision, and meaningful human connection. This foundation ultimately led me to pursue a career in the financial services industry, where I can apply these values in a long-term, client-focused environment.


Prior to entering the financial field, I completed esthetician school and obtained my license, an experience that refined my attention to detail, professionalism, and commitment to delivering a high standard of client care. In parallel, I gained several years of experience in roles supporting early childhood development, where I developed strong communication skills, patience, and a service-oriented mindset that continue to inform my professional approach and strengthen my ability to support both clients and colleagues effectively.



I joined Montage Wealth Advisors in 2025 and am currently building my career within the firm. In my role, I work closely alongside our advisors and team, gaining hands-on experience while providing operational and administrative support to ensure they are fully equipped to deliver exceptional service. I am deeply committed to ongoing learning and professional development and am motivated to continue advancing within the financial services industry.


Beyond the office, I value spending quality time with those closest to me, whether through shared meals, time spent outdoors along the coast, or exploring new destinations and cuisines. I embrace opportunities to broaden my perspective through travel and new experiences, which continually enhance both my personal growth and professional mindset.


My goal is to play an integral role within the Montage Wealth Advisors team, supporting our advisors with diligence, integrity, and care, while helping ensure that every client feels confident, informed, and secure in placing their trust in us as they navigate important and impactful financial decisions.