Alicia Loquai

Alicia grew up in Roseville, Minnesota, and earned a degree in International Management from Gustavus Adolphus College.  Before joining the firm, she worked in the security card and gift card industry, gaining valuable experience in client service, operations, and business management. Since joining Excel Financial in 2021, Alicia has supported the firm’s operations, assisting with client communications, scheduling, and a variety of special projects.  She is currently pursuing her Chartered Retirement Planning Counselor™ (CRPC®) designation as she works in a supporting capacity, serving our individual investment advisory and financial planning clients.  She is passionate about giving back to her community and does so by volunteering at the local elementary school.  Alicia enjoys gardening, spending time with her husband, John, and their three children—Thomas, Raymond, and Virginia—and cuddling with the family’s beloved bulldog.