Alyssa Finchum is a Tax Specialist and Philanthropy Associate with Heritage Wealth Advisors. As the Tax Specialist, Alyssa services new and existing client relationships in the areas of tax preparation, financial planning, and estate planning. She works closely with our Director of Philanthropy to ensure that the philanthropic investments of our clients meet passion, purpose, and achieve positive outcomes.
Prior to joining Heritage Wealth Advisors, Alyssa worked at Grameen Bank in Dhaka, Bangladesh and in the Economic/Political section of the U.S. Embassy in Singapore.
Alyssa earned her Bachelor of Arts degrees in Economics and International Relations from the College of William & Mary, and her Master of Accountancy degree from Virginia Commonwealth University.
Alyssa currently serves on the Board of Directors for Daily Planet Health Services.