As a dedicated client service associate, Felicia excels in providing seamless operational and administrative support to our clients and team of wealth advisors. She has over 8 years’ experience in the financial services industry and has enjoyed her journey in the financial world.
Felicia was born and raised in Fairfield, Iowa where she still resides. In her free time, Felicia enjoys expressing her creativity through painting, playing 8 ball pool at the local billiards, and spending time with her loved ones including her 3 dogs, Liza, Lucius, and Pepper, and her Pineapple Conure bird, Sweetie.