Alicia joined our firm in 2015 and quickly oriented herself to the firm's practices and Commonwealth procedures. She has a bachelor's degree with a minor in sociology and ethics. Alicia completed and received her Financial Paraplanner Qualified ProfessionalTM registration with the College for Financial Planning and received her certificate of appointment as a notary public.
As our senior planning assistant, Alicia is responsible for managing our Connecticut office and assisting with training new staff. Her mission is to provide our clients with the highest level of customer service possible. Alicia works as the financial planning department head and assists advisors with preparing and delivering financial plans to our clients. She also acts as the liaison between clients and their CPAs during tax season. She has an excellent working knowledge of client account processes and facilitates the setup and maintenance of client accounts.
Since joining the firm, she spearheaded the Department of Labor project to ensure that all of our clients had up-to-date accounts and information and were able to continue in our fiduciary relationships. She brings years of experience to the office and has a great rapport with all our clients.
Alicia lived in Holland for six years and in Curaçao for four years, becoming fluent in Dutch during her time overseas. She, along with her husband Pete and three children—Camden, PJ, and Penny—are active in their community, participating in Earth Day cleanups and assisting with disaster recovery efforts during the Seymour/Oxford flood in 2024. The family also has two large English Mastiffs and enjoys spending time together, playing in the backyard, and hosting bonfires with friends and neighbors