Growing up with a father who was a financial advisor meant that rather than spending all my birthday checks, allowance and babysitting money on things that I wanted right then, I was encouraged and even incentivized to save. Though I did not understand what that truly meant, I did have a vague idea that I was putting money away with the hope that one day it would be worth more. In other words, if I put off what I wanted today, I could have what I wanted most in the future.
I trusted my father and in turn, trusted the established process. It was not until years later, as a college student where the cost of tuition and housing became a reality, that I understood the value of carefully investing, and from then on, I was hooked. Throughout the twists and turns of my life, saving became a huge part of it.
Working as a financial advisor for Edward Jones allows me to, in turn, help others become savers as well. I am passionate about understanding what is most important to clients, creating tailored solutions to help them achieve their goals and then partnering with them throughout their life to help them keep on track. I also provide clients with the tools, skills and resources needed to achieve financial confidence. I am a CERTIFIED FINANCIAL PLANNER™ professional and have an AAMS™ designation to better serve clients.
On a personal note, I love to live life to the fullest and go on as many adventures as I can. In my spare time I hike, dance, rock climb, canyoneer, mountain bike and ski. I married my high-school sweetheart, and together, we have four adventurous children who are just as active as we are. And just like my father, I am working on teaching the value of saving to my children with the hope that one day, they will also get hooked.
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Rock Climbing
- Outdoor Enthusiast
- Mountain Biking
Phone NumberAlicia T Allen at (385) 529-0555
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