Our Associates

Focus and Expertise
I strive to build meaningful relationships with my clients and play an active role in every aspect of their financial lives. My approach begins by understanding their unique goals and dreams, then creating a personalized plan and investment strategy to help achieve them.

I provide independent, unbiased advice in a cost-efficient manner, always keeping my clients’ best interests at the forefront.

Background and Credentials
I’m originally from New Castle, IN, where I’ve lived most of my life. I began my career in the financial services industry in 2000. Prior to joining Wells Fargo Advisors in 2016, I served as a Financial Advisor at Raymond James & Associates.

I hold a Bachelor’s degree from Indiana University and place a strong emphasis on continuing education. I’ve obtained my CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. To achieve this, I completed approved educational programs, passed rigorous examinations, and met stringent experience requirements.

Away from the Office
Outside of work, I enjoy spending time with family and friends. My family loves Disney and cruise ship adventures, while I cherish sharing laughs and old stories over a great meal with friends. In my free time, I enjoy relaxing outdoors on my back porch.

Alicia M. Rector joined the team in 2024 and serves as a Senior Client Associate, where she provides dedicated support to financial advisors and helps manage the daily operations of the office. Known for her attention to detail and client-first approach, Alicia ensures seamless communication and service for clients, helping families navigate their financial journeys with confidence and clarity.

With over a decade of experience in administrative and customer service roles within the medical field and financial industry, Alicia brings a wealth of interpersonal and organizational expertise to her current role. Her background has equipped her with strong leadership skills and a deep commitment to building lasting relationships with clients and community members alike.

Alicia is passionate about helping families achieve their financial goals through thoughtful planning and personalized support. Her ability to connect with clients and understand their needs makes her a valued member of the team.

Outside of work, Alicia enjoys spending summer weekends at the lake with her husband, Chris, their three children, and their Basset Hound, Benny. Alicia also enjoys discovering hidden gems while treasure hunting in thrift stores.