Client adviser and branch manager,
- Paris is her favorite city.
- Growing up, she wanted to be a librarian or a secret agent like James Bond.
- She was a fashion intern at Nordstrom's.
Within 18 months of becoming a CFP and joining Mercer Advisors in 2015, Alise Kraus was onboarding an average of eight new clients every 30 days.
“I drove 2,200 miles a month,” she said. “I worked 65 hours a week and spoke at seminars with my colleagues.”
When she is not meeting with clients throughout northern California, Nevada and Oregon, she’s giving back at her firm in a program launched to attract and retain top female adviser talent.
“Focusing on behavioral coaching and family relationships is making a difference,” she said.
Ms. Kraus, who is the branch manager at Mercer's Walnut Creek, Calif., office, has taught financial literacy to the incarcerated at correctional facilities, and serves on the board of the FPA in California, discussing policy making with lawmakers that will benefit the elderly.
“We arrange things so that our aging clients have independence but also protection by simplifying, consolidating and educating,” she said. “We gather a sense of the family relationships before the parent is unable to make their own decisions.”
— Juliette Fairley