Alyse's Story: Expertise, Experience, and Client‑Focused Planning
Alyse Keultjes, CFP®, AAMS™, is a trusted financial planner dedicated to helping individuals and families gain clarity, confidence, and control over their financial lives. Alyse began her financial advisory career driven by a simple belief: knowledge is power. She understands that financial decisions—especially around retirement, investments, and long‑term planning—can often feel confusing or overwhelming. Alyse’s approach is rooted in deep listening, thoughtful analysis, and personalized guidance that aligns with what matters most to each client.
Alyse holds the Certified Financial Planner™ (CFP®) certification, one of the highest professional credentials in the industry. This designation reflects her commitment to rigorous standards of education, ethics, and experience. She also holds the Accredited Asset Management Specialist™ (AAMS™) designation, demonstrating her focus on strong foundational investment knowledge and asset management principles. Alyse’s educational background includes degrees in Finance and Communication, giving her the ability to translate complex financial concepts into actionable, practical strategies for her clients.
Throughout her career, Alyse has helped a wide range of clients—from young professionals and growing families to those entering retirement—navigate important financial milestones with confidence. Her systematic, comprehensive planning process starts with understanding each client’s unique values, goals, and risk tolerance. From there, she builds tailored strategies that consider investments, retirement planning, risk management, and tax‑sensitive decisions. Alyse takes a proactive, collaborative approach, believing that a successful financial plan should not only work on paper but also support a client’s life and priorities as they evolve.
Outside of her professional life, Alyse calls the South Bend, Indiana area home, where she lives with her spouse. Her local roots and community involvement help inform her client‑centered practice and commitment to delivering thoughtful, meaningful guidance to those she serves.
