As an institutional specialist, Alicia supports the Institutional team’s functions and systems by focusing on the client experience while assisting in the growth of the line of business.
Prior to her role, Alicia was a client relationship specialist at Buckingham Strategic Wealth. She provided support as a liaison to various Buckingham advising teams, their clients and the custodians. While in this role, she served as client service advocate to new and onboarding client service teams in new Buckingham offices.
Alicia came to Buckingham in early 2012 from the risk management and financial planning world. She was licensed in property/casualty and life/health as a financial assistant for Renaissance Financial.
A member of Buckingham’s Community Action Committee since 2012, Alicia also volunteers her time at City Academy. She holds bachelor’s degree in business marketing from the University of Missouri-Columbia.
Married to her high school sweetheart, she and her husband Jon live in Shrewsbury, Missouri, with their baby, Sydney. Alicia is a passionate softball player that loves to draw and decorate.