Alicyn McLeod
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All 50 States
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.
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
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