Alice joined Atlanta Retirement Partners in 2014 after working with institutional providers including New England Financial, The Guardian, and OneAmerica. For over 19 years, Alice has been helping public and private sector employers serving as a client relationship manager. She specializes in assisting our advisors in developing and managing retirement plan solutions for institutional clients including plan design, investment due diligence, fee-benchmarking, administration and participant engagement.
Alice earned her Bachelor of Business Administration degree in Marketing from the Terry College of Business at The University of Georgia. She has also earned the Certified Plan Fiduciary Advisor (CPFA®) credential from the National Association of Plan Advisors (NAPA). This credential demonstrates the expertise required to act as a plan fiduciary or help plan fiduciaries manager their roles and responsibilities.
Alice holds the Series 6 and 63 securities registrations with LPL Financial and is Georgia Life, Accident & Sickness, and Variable Products licensed.