Meet the Experts Behind Your Success

Alicia is the Director of Retirement Plans at SAX Wealth Advisors, specializing in helping employers optimize and oversee their retirement plans through strategic consulting, fiduciary guidance, and compliance support. She works closely with plan sponsors to address governance, plan design, vendor management, and participant outcomes, helping organizations build effective retirement programs for their employees.

In her role, Alicia partners with clients on the ongoing management of their retirement plans, providing practical guidance on regulatory requirements, fiduciary responsibilities, and industry best practices. Her focus is on delivering solutions that support both organizational goals and participant retirement readiness.

Alicia enjoys traveling, being outdoors, and spending time with family, friends, and her dog, Bernie.