Alisa Livesay has over 15 years experience in public accounting and financial planning, working with small business owners, families, and corporate executives. She maintains CPA and CFP® designations, holds a Master of Finance degree, and teaches in the School of Business Administration at the University of Dayton.
Edward Livesay is a finance graduate and quality professional with over 13 years of consultative experience, saving clients millions of dollars. He spent two years as a bank branch manager, where he specialized in small business money management and lending. Edward is also licensed independently as a life, health, and disability insurance agent.
Edward and Alisa both have business start-up expertise, personal experience working in large corporations, and have run small businesses themselves. They are members in the South Metro Region Chamber of Commerce, and the Heart of Centerville.