Alicia brings deep analytical expertise and a disciplined financial background to the advisory team, where she plays a central role in shaping and executing the firm’s comprehensive financial planning strategies. With 15 years experience in public, corporate and non-profit accounting she ensures every client financial plan and investment portfolio provides the accuracy, structure, and clarity necessary to support client goals.
As a licensed CPA, Alicia adds meaningful tax insight to the planning process, helping clients understand the implications that drive long term financial outcomes. She has passed the CFP® exam and is currently a Level III CFA candidate, reflecting her commitment to technical mastery and her pursuit of full certification in 2026.
Alicia works closely with CEO Tara Seegers to co lead the firm’s investment committee, where she contributes to portfolio construction, asset allocation, and ongoing research. Together, they oversee the firm’s model portfolio solutions and manage day to day trading, ensuring disciplined execution and alignment with the firm’s strategic investment philosophy.
Known for her meticulous approach and ability to translate complex financial data into clear, actionable guidance, Alicia elevates the depth and quality of the firm’s planning and investment work. Her dedication, intellectual curiosity, and steady analytical leadership make her an essential contributor to the firm’s mission of delivering thoughtful, values driven financial advice.