As our Processing Supervisor, Alice oversees and handles our more complex processing requests and transactions.
As a Paraplanner, Alice assists in the creation, presentation, and implementation of your Comprehensive Financial Plans. She participates in meetings and ensures all your needs, wants, and wishes are incorporated into your custom Comprehensive Financial Plan.
Alice loves spending time with her family and enjoying good eats. Growing up in a restaurant family, Alice learned the art of sushi from her father and enjoys dabbling in sushi creations. Her favorite word is “faith” as this is her core and what her world revolves around.
As our Processing Supervisor, Alice oversees and handles our more complex processing requests and transactions.
As a Paraplanner, Alice assists in the creation, presentation, and implementation of your Comprehensive Financial Plans. She participates in meetings and ensures all your needs, wants, and wishes are incorporated into your custom Comprehensive Financial Plan.
Alice loves spending time with her family and enjoying good eats. Growing up in a restaurant family, Alice learned the art of sushi from her father and enjoys dabbling in sushi creations. Her favorite word is “faith” as this is her core and what her world revolves around.
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