Alicia Sellers

Introduction:

Alicia serves as our Investments & Operations Coordinator, a dual-impact role where she provides high-level leverage to our executive leadership while serving as a technical pillar for the Investment Team. With a background rooted in financial services and a lifelong passion for mathematics, she excels at managing the intersection of complex data and strategic project management.

About Alicia:

Alicia’s professional journey is defined by a commitment to precision and continuous learning. She earned her Bachelor of Science in Health Policy and Administration and an Associate of Applied Science from the Pennsylvania College of Technology. During her time in college, Alicia shared her love for numbers by serving as a Math Tutor, a role that sharpened her ability to break down complex information with clarity and detail. While completing her degree, she also worked at First National Bank of PA, gaining foundational experience in the financial sector that she carries into her work today.

Expertise and Specializations:

• Investment Data Integrity: Alicia leads the reconciliation of custodial data and manages the preparation of audited client performance packages, ensuring every report is clear and accurate.
• Strategic Team Support: She acts as the technical backbone for our Investment Committee, tracking due diligence, updating performance metrics, and maintaining internal databases.
• Operational Excellence: Focused on "workflow optimization," Alicia utilizes digital platforms to streamline account administration and improve the client experience.
• Strategic Liaison: She serves as a primary point of contact for inquiries and facilitates essential client paperwork, including the opening of new accounts and coordinating with custodians.

Philosophy and Approach:

Alicia believes that the "precision" of data and the "rhythm" of operations are what allow a firm to provide truly exceptional service. She is a detail-obsessed professional who thrives on continuous improvement and building strong, trust-based relationships with clients. By ensuring the integrity of the firm’s data and the efficiency of its workflows, she empowers our advisors to focus on what matters most: helping clients achieve financial freedom.

Beyond the Office:

Outside of her work with numbers and operations, Alicia finds balance in the quiet of a good book and the beauty of the outdoors. Above all, she cherishes time spent with her family, especially her three daughters. Whether she is exploring nature or enjoying a quiet afternoon at home, Alicia values the connections that make life meaningful.