Growing up in Olympia, Alice moved to Bellingham to attend Western Washington University where she obtained her degrees in mathematics and economics. These days she lives with her partner Jack, their two dogs named Callie and Lola, and two cats.
Alice has always had a love for numbers and people. With five years of experience as a Financial Advisor, she came to West Invest in 2024 to lead our investments and planning team as our Lead Paraplanner. She puts her experience and knowledge to work to develop and manage investment portfolios and trading. Since joining out team she has also obtained her Certified Financial Planner (CFP®) designation.
You might find yourself working with Alice:
- If you have a deep-dive question about a specific investment or your portfolio, or
- When she systematically rebalances or otherwise suggests changes to your investment accounts.
A quick Q&A with Alice:
- What’s your favorite sports team?
- The Seattle Mariners. I go to at least a few games every year and am really excited about the competitive team we’ve developed in the last few years.
- What’s your favorite fictional universe?
- Star Trek, I wish I was a Vulcan.
- If you could instantly become amazing at one thing what would it be?
- Absorbing and remembering everything I read…a photographic memory.
- What’s a common misconception that you want people to know the truth about?
- A ‘factoid’ is not a small or brief fact but actually a false statement that’s repeated enough to be considered true.