Alicia draws from her over 20 years of experience in the securities industry as the lead architect of our 'Client First' methodology. A highly personalized approach entails working closely with each client, learning their objectives and tolerances, and ensuring that the investment models best suit individual situations. Her extensive training and experience with the full spectrum of financial products allows Alicia to guide clients toward appropriate individual investments or combinations thereof.
With a passion for operational efficiency, Alicia's role as Managing Partner elevates our firm to the highest standards.
Alicia is a past president and active member of the Flagstaff Chapter of Soroptomist International of the Arizona Peaks. She enjoys hiking the great outdoors and spending time with her family.