HERE TO HELP YOU SUCCEED
Whether it’s developing strategies towards an early retirement or transition an estate to children and grandchildren, our reward is building lasting relationships and working to make a difference in our clients’ lives.
Owner | Wealth Strategist
As Owner and Wealth Strategist of Alia Wealth Partners, Lindsey works closely with her clients in formulating appropriate strategies and selecting investments that are designed to match each one’s specific goals and objectives.
Ted brings more than 37 years of financial services experience to his clients, helping each pursue lifelong financial goals and dreams through customized solutions and personalized service. Prior to joining Alia Wealth...
Director of Client Services
Leslie has more than 20 years of experience in the financial services industry. She believes that our clients deserve an elevated level of service and support, and she provides this to them and their families. As a valuable member of...
Director of First Impressions
As Director of First Impressions, Phyllis ensures that our clients have a great experience when interacting with Alia Wealth Partners. From scheduling appointments to greeting clients upon their arrival.
Client Service Liaison
Andrea has more than 20 years of experience in the financial services industry in administrative and client-facing service roles at companies including Capital Financial Solutions, BB&T, Scott & Stringfellow, and Wachovia.
Senior Marketing Consultant
Eric is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices.
Chief Financial Officer
Brenton Simonson is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.
At Alia we believe in four basic tenets to asset management: make sound investments, be diversified, stay committed for the long term and help manage taxes.¹ It is our commitment to this philosophy that has not only enabled us to help our clients during favorable market conditions but has also helped develop wealth preservation strategies during downturns.
Planning is not a single event—it's a process, so as circumstances in your life continue to change, so should the investment strategies we use in addressing your objectives. Whether it is funding a child's education, starting a new business, buying a vacation home or planning for retirement, a well-structured investment plan will help you pursue what’s possible.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.