Alicia Mckie
Director of Wealth Management
Alicia is the Director of Wealth Management and oversees all investment decisions for the firm. She has worked closely with Ira for over 25 years and has helped build the investment side of the business from the ground up.
Alicia works directly with clients on all aspects of their investment accounts, including portfolio adjustments, distributions, contributions, and ongoing questions. She is known for being highly responsive, detail-oriented, and deeply committed to making sure client assets are managed thoughtfully and with care.