Meet Alicia

Alicia is a Wealth Advisor based in the Mercer Advisors Boise, Idaho office. She joined the firm in 2025, having previously been an advisor at The Zandbergen Group. She began her financial services career in 2003 and served at Raymond James, Wells Fargo Advisors, and Merrill Lynch. Alicia earned a B.S. degree in business administration from Cal Poly San Luis Obispo.

Alicia’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Alicia has focused experience in these areas:

Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
Concentrated stock positions that require strategic diversification and tax efficiency
Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities

Her working style

Alicia strives to help clients live a life well lived — one defined not only by financial security, but also reassurance, meaningful experiences, and the freedom to focus on what matters most.

Alicia in real life

What keeps you busy outside of work?

My two boys and all of their activities keep me busy! Boise has great outdoor adventures in every season. Life experiences with my boys are my biggest joy.

Any words you try to live by?

“Always act with integrity, listen with empathy, and put people first.”

Why do you like working at Mercer Advisors?

Mercer Advisors aligns with my belief that financial planning should be holistic, fiduciary-driven, and always in the cilent’s best interest. I’m proud fo be part of a firm that shares my values.