When Alicia joined our team as senior financial planner in August 2017, she brought more than 15 years of financial services experience with her. She’d spent four years at Nova Wealth Management Group, serving as the operations manager and then financial advisor associate. Prior to that, she spent 10 years in the operations group at LCG Associates, Inc., a full-service institutional consulting firm in Atlanta.
In 2016, after years of exposure to financial planning and realizing her passion was to help individuals and families achieve their financial goals, Alicia obtained her CFP® designation.
“More than anything, I enjoy developing long-lasting relationships with clients and collaborating with them to create customized financial plans that speak to their most important goals and values,” she explains.
Alicia also strives to provide the highest level of service and continuously builds on her knowledge of the wealth management industry. She graduated magna cum laude from the University of South Florida with a bachelor’s degree in finance and a minor in economics.
She moved to Atlanta in 1999 after meeting her husband, Stacy. They reside in Roswell, Ga., with their son, Eric, and family dog, Fisher. During her spare time, Alicia enjoys spending time with her family, running, learning Taido, and visiting relatives in Tampa, Fla., and Birmingham, Ala.