Alicia joined WPWealth in the Spring of 2018. Alicia is a CERTIFIED FINANCIAL PLANNER™ and previously worked with large financial services institutions as a Client Relationship Manager and Financial Services Professional. Alicia assists WPWealth’s clients with her expertise of asset protection, financial planning, tax/estate planning, wealth & investment management, retirement planning vehicles, charitable gifting strategies, and insurance. Alicia strives to think outside of the box, be proactive, and stay detailed oriented to ensure her clients are receiving the best services possible.
Since joining WPWealth, she has been vital in the success of providing tax saving benefits to the Whitley Penn clients by implementing Wealth Wednesday videos. The series provided unique and excellent advice to all firm employees.
Alicia graduated from Texas Tech University with her B.A. in University Studies and her M.S. in Personal Financial Planning. While there, Alicia focused on personal financial planning, charitable financial planning, and organizational leadership. She is an active member of the Plano Chamber of Commerce, the Texas Tech Alumni Association as well as the Kappa Alpha Theta Alumni Association. Alicia is active in the Texas Scottish Rite Hospital Crayon Club, volunteers at the North Texas Food Bank and hopes to volunteer in the future with Court Appointed Special Advocates.
Alicia and her husband reside in the DFW area and, when not at work, can be found enjoying their time camping and road tripping alongside her son, Wade, daughter, Millie, and two dogs.