Alicyn is a wealth manager, accountant, and tax advisor. She loves helping women business owners grow companies that build personal wealth. She is the co-founder of Agate – a firm designed specifically to help high-growth entrepreneurs with all things money.
In addition to her work with business owners, she also provides wealth management and tax preparation/advice to retiring executives and retirees.
Alicyn is passionate about making money matters understandable and approachable. In addition to running Agate, she is active in the financial industry via as presenter for Western CPE, founder of Glass – a community for women in accounting & tax, and volunteer with Savvy Ladies – an organization connecting women to pro bono financial advice.
THREE THINGS ABOUT ME
I am a big animal lover. I have 2 cats, 1 dog, and am a community cat caretaker.
My favorite color is green.
My favorite trip was to Scotland and I hope to go to Greece in 2024!
Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER (TM)(CFP)
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