Alicia | Registered Assistant | Diversified Asset Planners

Alicia Moore

Registered Assistant to Theodore Oyler
814-234-2500

Alicia joined the DAP Family in 2016 as the Client Relationship Manager for Ted Oyler, CFP®. The following year she began her licensing and holds FINRA series 6, and 63 licenses, as well as Life, Health, and Annuities licenses. The requirements of annual continuing education keep her up to date with industry regulations, enabling her to provide our clients the highest level of care and service. Her daily responsibilities include cultivating trusted relationships with the clients, portfolio reporting for client meetings, completion of account paperwork, and follow-up through the entire financial planning process. Additionally, she can be found organizing Client Experience events and actively participating in local charity opportunities alongside the DAP Family.

Prior to joining the firm, and directly after college, Alicia spent several years as a Commercial Credit Analyst in the local bank setting. The skills and knowledge she gained from that position led to a smooth transition into the financial industry.

Alicia graduated from Lock Haven University with dual Bachelor Degrees in Accounting and Business Administration. She is passionate about serving and helping each client through their entire financial journey, with a goal of providing an elite customer experience along the way.  Her generosity of spirit is evident in the way she prioritizes superior client service with the people she works with.

Outside of work, you can find Alicia spending time with her husband, Jordan; daughter, Masden; and son, Hazen. She enjoys spending time with her family being active in the outdoors, working out, reading a good book with her toes in the sand, and gathering around the table for family meals. Alicia also enjoys spending time serving her church family through helping and teaching Sunday school, and volunteering in the youth Awana program at First Baptist Church of Bellefonte.