Meet Alicia

Alicia brings more than a decade of customer service experience to her role as our Client Experience Coordinator. Her eclectic roster of previous employers includes both hospitality and preventative healthcare. Her goal is to ensure all clients feel comfortable and supported on their financial journeys.

A graduate of Edgewood College with a degree in psychology, Alicia feels her education and professional experience help her to go above and beyond for clients while also anticipating the needs of clients and our team.

Alicia was born and raised in Green Bay and now lives with her boyfriend Neil and their “fur child” Roscoe. Outside of work, she enjoys spending time with her family, hiking, biking, yoga and any other activity that allows her to be outside. She hopes to hike the entire Ice Age Trail with her boyfriend over the next couple years.