Client Service Specialist

Marissa joined ACT Advisors in 2024 as a Client Service Specialist, bringing over six years of experience in administrative roles within the financial industry. She has honed her expertise with companies like RJ Performance, Cambridge Investment Research, Inc., and LPL Financial. Marissa holds an Administrative Assistance License from Indian Hills Community College.

At ACT Advisors, Marissa is dedicated to delivering comprehensive support to clients. She handles the preparation and processing of account documentation, including opening new accounts and processing account updates. Additionally, she supports clients with transactions like distributions, contributions, and transfers.

A lifelong resident of Iowa, Marissa cherishes time spent with her family and friends and enjoys small getaways. When she’s not at work, you’ll likely find her wrapped in a cozy blanket, absorbed in a good book.