Alicia joined Beacon Associates in February of 2010 as our Executive Assistant in charge of Marketing and Public Relations. She is the assistant to Steven V. Wise she supports and works directly with our clients assisting them through all stages of the financial planning process. Prior to joining our team, she has an Operations background, Management & Sales Training for 20 years with the Dun & Bradstreet Corporation in Ohio, Pennsylvania, and North Carolina. As an Associate Director for she was employed with Corporate Executive Board in Washington, DC and RYLA Corporation in Atlanta, GA. With a passion for good business and effective support and client service, she enjoys working with our team to help ensure client benefits are obtained.
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Beacon Associates. Beacon Associates is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.