Meet the Team

Alexandria P. Halstead, CFP®
Senior Financial Planner, Director of Personnel

Heather Williams
Director of Administrative Services , Tax Preparer
heather.williams@alviniassociates.com

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.