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:


CFP®   Certified Financial Planner

              conferred by the Certified Financial Planner

              Board of Standards

CLU®   Chartered Life Underwriter

              conferred by the American College

CAP®   Chartered Advisor in Philanthropy

               conferred by the American College

RICP®  Retirement Income Certified Professional

              conferred by the American College

AEP®  Accredited Estate Planner

               conferred by National Association of Estate

              Planners & Councils

ChFC® Chartered Financial Consultant   

               conferred by the American College

CASL®  Chartered Advisor in Senior Living

               conferred by the American College


CT (resident) Certified Insurance Consultant

CT (resident), FL, MA, MD, ME, NY, PA, SC Life and Health Insurance Producer's License

FINRA Series 7 and 66