Alicia joined our team May 2016. She graduated from Ball State University in 2011 with a Bachelor of Science and recently became a licensed life insurance representative in the state of Michigan. Alicia acts as the liaison between the various moving parts of the firm from investments to tax planning, and ensures that follow-up from meetings is properly executed. She also assists Matt in business development opportunities and oversees new client paperwork processing, Tax Blueprint® questions, and client communications. Alicia loves to spend time with her husband, Chris, and their children, Nolan and Caroline.