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Experience

Alicia is a wealth transfer specialist in the wealth management practice. She is known for working with clients to create a comprehensive estate plan that will minimize taxes, preserve family wealth, and address potential future issues such as special needs beneficiaries, remarriage, and asset protection concerns.

Alicia has nine years of experience providing a variety of consulting services to high-net-worth clients. She specializes in advanced wealth transfer techniques, estate and gift tax planning and compliance, and planning for retirement benefits.

She holds a BSBA in finance from Bowling Green State University and is part of the Toledo Estate Planning Council.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

Specializes In

Additional Thoughts

Estate Tax Reform

Both chambers of Congress have recently introduced broad tax reform measures that, among sweeping changes to income tax rules, include significant changes to the current estate, gift, and generation-skipping transfer tax system. 

Shawn P. Calabrese Wealth Management
Article November 27, 2017 1 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.

While the withdraw has created a sigh of relief for many business owners, preparation is key to making informed decisions when facing a volatile planning environment. 

Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read