Alyssa Stevens

Financial Paraplanner and Case Manager


Alyssa serves a dual role at Cobblestone Financial Services of both a Financial Paraplanner and Case Manager.

In the Paraplanner role, Alyssa enjoys meeting people, learning about their businesses or family financial situations, and supporting the Advisor who creates Comprehensive Financial Plans to ensure people are making the best decisions with their money.

In this role, she also specializes in servicing specific “Client Segments” to ensure they are receiving the highest level of attention possible when engaging with our Cobblestone Clients.

In the Case Manager role, she assists with all of the administrative steps needed for account applications, implementations, and account servicing. She enjoys the opportunities this provides for her to utilize her Attention to Detail skills. It also enhances her Financial Services Industry knowledge to prepare her for success as an Independent Financial Advisor in the future.

Alyssa is currently registered with the Series 6 (Investment Company and Variable Contracts Products) and Series 63 (Uniform Securities Agent State Law Exam) as well as a Licensed Life & Health Insurance Producer. She is now studying to complete the Series 7 (General Securities Registered Representative) and Series 65 (Uniform Investment Adviser Law).

Before being introduced in 2019 and then joining the Cobblestone Team in late 2020, Alyssa worked in the financial industry in the 5 years prior focusing in the Real Estate & Mortgage industry, as well as the Health & Life Insurance industry.

Alyssa graduated from Oakland Community College with degrees in Liberal Arts and General Education. As well additional courses in Medical Terminology and Microbiology.


Alyssa grew up in Highland, MI. She has lived in Troy with her son Elijah and cat Hermes since 2018.

Alyssa and Elijah enjoy gardening, swimming, decorating cakes and spending time with family. In the rare moments Alyssa has time to herself, she enjoys checking out new or different restaurants and exploring other major cities.

Trivia Items:

Alyssa appreciates antique furniture. She has restored items such as a cedar chest and several lamps.

She is a habitual multi-tasker who often listens to podcasts or audiobooks while working around the house.

During her early education, Alyssa excelled in musical theatre and competitive public speaking.