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Comprehensive Wealth Management
IL: 815-748-2130 • FL: 941-952-1188






ALICE ROBERTS

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For over ten years Alice Roberts has been the administrative assistant at the DeKalb Walsh & Associates office. Over her career, Alice’s experience includes administrative functions in manufacturing and regulatory industries as well as finance. Alice is the glue that binds the firm together. With her pleasant disposition and friendly attitude she handles most of the day-to-day client communication. Whether it is facilitating client requests, handling client monthly withdrawals, keeping all of the adviser’s schedules, implementing the advisor designed tax, estate or investment strategy, or planning travel and entertainment schedules she does this with a smile on her face and a refreshing love for the job. Over the years she has developed a great relationship and appreciation for Joe, as an employer and mentor, as well as the wonderful clients she serves.

As much as Alice enjoys her work; her family including Brad, her husband of 26 years, her three children and her two beautiful grandchildren are the highlights of her life. Practically an Illinois native, she is also known as an ardent sports fan, rooting a straight Chicago ticket: Cubs, Bulls, Bears and Blackhawks (when they win).

Florida Location

address2350 Fruitville Rd
       Suite 201 Sarasota, FL
phone Phone: 941-952-1188
fax Fax: 941-952-1184

Illinois Location

address1325 Sycamore Rd
      Suite 201 Dekalb, IL
phone Phone: 815-748-2130
fax Fax: 815-748-3401