Alice joined KWM in 2019 to oversee operations and client services.
For 25 years, she was a lead operations executive with Bank of America, honing her extensive supervisory and operational skills.
Alice’s focus is ensuring the same exceptional, highly personalized and responsive service KWM clients have grown to expect. Alice enjoys spending time with her family, having proudly raised two sons, each leading successful careers in finance and chiropractic.
Despite market volatility and economic uncertainty, clients can achieve their financial objectives and enjoy a “Life Well Lived.”
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how KWM’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.