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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 planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Ensure your estate plan accomplishes your post-tax reform goals
Mark Meyers Wealth Management
Video February 6, 2018 5 min watch
Estate Tax Reform
Shawn Calabrese
Article November 27, 2017 1 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read