QUALIFICATIONS

As a seasoned investment professional in her twentieth year of practice, Alice can serve as your LPL Financial Planner, strategist, and coach. She has helped women like you purposefully plan and implement strategies aiming to turn hopes into reality.

Alice's academic background in Human Developmental Psychology enables her to offer clients an understanding ear and a compassionate approach. Her academic background in business and finance enables her to provide financial knowledge that is comprehensive, sound, and timely. Alice brings her experience as an adjunct educator at five colleges to her goal of providing empowering financial education to women and their families.

Alice has achieved the following financial industry credentials:

FINANCIAL SERVICE DESIGNATIONS

CFP® Certified Financial Planner

conferred by the Certified Financial Planner

Board of Standards

CLU® Chartered Life Underwriter