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It's your financial future. I can help you envision it, plan it, and prepare for it.
BACKGROUND:
Alicia believes everyone can achieve financial confidence, with thoughtful planning. She believes what sets her apart is that she genuinely cares. She wants her clients to know that she will be their biggest cheerleader no matter the size of their goals. Alicia wants everyone to have access to financial services, as she knows what it’s like to grow up with very little and successfully navigated the financial world to create a different future for herself and her family. She feels a strong connection to supporting military families, those looking to start their own business(es), families who know they’re capable of more than paycheck to paycheck and is ready to serve the person who is ready to take the next step financially. Alicia approaches each client and their unique journey with empathy, respect, courage, and understanding, knowing our past doesn’t define us, but that our behaviors and actions of the present define our futures.
EDUCATION & CREDENTIALS:
Alicia has her FINRA Series 7, and Series 66 registrations in addition to her Life, Health, and Variable Insurance license. Alicia has previously worked in the financial services industry as a Financial Advisor. In her previous work she supported individuals with a military background word towards achieving their financial goals. She looks forward to continuing to support service members while also expanding into other markets she is passionate about serving.
INTERESTS:
In her free time, Alicia enjoys being with her husband, two kids, and their super-snoring four-legged friend. Outside of spending time with her family she enjoys traveling, all genres of music, quilting, and crafting endeavors. Alicia is also passionate about engaging in various volunteer opportunities and uses her talents to make quilts for various children’s hospitals.