With over three decades of experience in the financial services industry, Alicia is the cornerstone of client relationships at Z3 Capital Partners. As the primary relationship manager, she is committed to understanding the unique financial goals of each client, bringing together the right resources and expertise to craft personalized financial strategies.

Alicia's approach is rooted in education and clarity. She takes pride in demystifying the complexities of financial planning, ensuring that clients understand every aspect of their plans. Whether explaining investment strategies or breaking down financial concepts, Alicia communicates in clear, layman's terms, making even the most intricate details accessible. Her dedication to transparency and detailed explanations has earned her the trust of clients, who often express that no one has ever taken the time to explain things as she does.

Specializing in retirement planning, asset management, and estate planning, Alicia develops holistic strategies tailored to each client's needs. She is well-versed in social security planning, long-term care insurance, charitable giving, and income planning. Alicia also helps retirees weigh the benefits of aging in place versus embracing the vibrant lifestyle of a retirement community. Collaborating with tax advisors, estate planning attorneys, and selected money managers, Alicia ensures that every financial plan is comprehensive and aligned with the client's objectives.

Alicia's attention to detail is unmatched, and she values the diverse perspectives that her team brings to the table. Together, they create 360-degree strategies that balance lifestyle optimization with future planning. "Creating the roadmap together," Alicia says, "is the best way to bring an extra measure of comfort to clients, no matter their level of financial sophistication."

Originally from the Adirondack Mountains in Upstate New York, Alicia grew up surrounded by the beauty and tranquility of nature. The Adirondacks instilled in her a deep appreciation for hard work, resilience, and the importance of community. It was here that she developed the values of perseverance and commitment, which have been the cornerstones of her professional life.

Seeking a warmer climate and a new chapter in her career, Alicia and her husband, Bob, moved to King William County, Virginia in 1994. Today, they cherish their time with their children, Elise and Anthony, enjoying the great outdoors and their rustic cabin in Nelson County, Virginia.