Aleena LaPerriere

Aleena is a Client Services Associate, helping ensure a smooth and welcoming experience for clients. She manages incoming calls, organizes documents, and coordinates communication between clients and advisors to keep daily operations running efficiently. She works closely with the advisory team to provide administrative support and help ensure every client interaction is handled with care and professionalism.

With 4 years of prior administrative experience, Aleena brought strong organizational, communication, and interpersonal skills to her role. Her attention to detail and commitment to providing exceptional support allow the advisory team to focus on helping clients pursue their financial goals with confidence.

Outside of the office, Aleena enjoys spending time with her fiancé, Tyler, their Australian Shepherd, Atlas, and her family and friends. She loves boating, staying active, and making the most of weekends at the Lake of the Ozarks.

Frequently Asked Questions

Who is Aleena LaPerriere?
Aleena LaPerriere is the Client Services Associate for SRG Financial Advisors, serving prospects and clients in our Osage Beach, Columbia, Jefferson City, and Lee’s Summit, Missouri offices.

What are Aleena LaPerriere’s responsibilities?
Aleena LaPerriere manages incoming calls, organizes documents, and coordinates communication between clients and advisors to keep daily operations running efficiently. She works closely with the advisory team to provide administrative support and help ensure every client interaction is handled with care and professionalism.

How long has Aleena LaPerriere been with SRG and in the financial services industry?
Aleena LaPerriere has been serving SRG prospects and clients since 2026. Aleena brought 4 years of administrative support experience to SRG.

 LinkedIn Profile
https://www.linkedin.com/in/aleena-laperriere-874392251/