Alice graduated from Western Washington University in 2018 with a double major in math and economics. Diving straight into a career of financial advising, she obtained her designation as a Chartered Retirement Planning Counselor (CRPC) and is working to become a Certified Financial Planner (CFP).
Alice worked as a financial planner for 5 years, and with a specific interest in the planning aspect of financial advising, she joined the team here at West Invest as a paraplanner. Alice creates financial plans and presents those plans to clients. Putting her passion for numbers and puzzles to work, she is enthusiastic about creating custom solutions to help each client work toward their goals.
When she isn’t working, Alice enjoys travelling, cooking, wildlife photography, reading, and spending time with her dogs.