We Help Families and Business Owners Understand Their Money

Alicia helps families and business owners create strategies designed to reduce unnecessary taxes, build reliable retirement income, and preserve wealth for future generations.

As a top 1% producer and three-time President's Club honoree, she's passionate about simplifying complex financial decisions so clients can make confident choices about their future.

Her approach focuses on financial clarity—not products. Every recommendation begins by understanding what matters most to each family and building a strategy that supports their goals, lifestyle, and legacy.

When she's not working with clients, Alicia enjoys spending time with her family, hiking, reading, staying active, and calling Queen Creek, Arizona home.

One fun fact: Alicia once drove a minivan from Arizona to Argentina—a journey that perfectly reflects her adventurous spirit and willingness to take the road less traveled.

Kristen believes financial planning should help people feel confident—not overwhelmed.

She works with individuals, families, and business owners to build personalized income and wealth strategies that help them keep more of what they earn and prepare for retirement with greater confidence.

Known for her warm, relationship-focused approach and ability to explain complex financial concepts in simple language, Kristen enjoys helping clients understand their options so they can make informed decisions for the future.

Outside the office, Kristen enjoys spending time with her family, serving in her church community, staying active, and enjoying Arizona's outdoors.

Fun Fact: Before becoming a wealth consultant, Kristen was a paraglider. She still brings that same adventurous spirit and calm perspective to helping clients navigate important financial decisions.