Director of Wealth Management
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.