As Financial Planning Associate, Alicia supports advisors in their planning analysis and development of personalized financial strategies. She works closely with clients to clarify goals and organize financial information and assists advisors in guiding clients through each stage of their financial journey.
Alicia joined JFS Wealth Advisors in January 2016, bringing more than a decade of prior experience in the financial services industry. Throughout her career, Alicia has built a deep knowledge of wealth management and financial planning, allowing her to provide thoughtful, detail-oriented support to both clients and advisors.
Outside of work, Alicia enjoys spending quality time with family, ballroom dancing, and outdoor recreation.
