Associate Financial Advisors
ALICIA MCKIE, Investment Services Specialist
Alicia is our sharp, witty, Columbia University graduate. She is the backbone of our investment division. Alicia opens investment accounts and assists investment account holders in reallocating funds, taking distributions, making contributions, answering questions, placing trades and so much more. It seems like only a few blinks after you send her an email or leave her a voice message that Alicia responds ready to assist in any way. Interaction with Alicia will surely make you confident your investment monies are being held in treasured esteem
KAITLYN PLOURDE, Operations Manager/ Insurance Services Specialist
Kaitlyn is the newest member of the team, a graduate of the University of California, Los Angeles. From an operations standpoint, she ensures the office is running at optimum efficiency in manners relative to technology, marketing, planning and administration so we can always serve our clients with excellence. Kaitlyn prepares, in professional and high quality format, insurance and investment reviews, retirement and financial independence analyses, and recommendation and proposal packets presented to clients.
Kaitlyn also manages the insurance division of Ira's business. From taking new applications and guiding clients through the underwriting process to servicing all of our existing insurance clients' needs, Kaitlyn is your first contact for any insurance related questions.