With over 22 years of financial services expertise, Alicia brings deep experience in wealth management and financial planning to her role as a Private Wealth Manager. Her career journey reflects consistent growth and achievement.

At Fidelity, Alicia distinguished herself by transforming an underperforming advisory team into the regional leader. Earlier in her career, as Assistant Vice President of Client Management at Bank of America, she utilized a holistic approach to financial planning that integrated both banking and investment solutions.

Alicia's commitment to comprehensive client care is reflected in her credentials as both a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst™ (CDFA®). This dynamic combination of expertise enables her to guide clients through complex life transitions with sophisticated wealth management strategies and specialized divorce financial planning.

Beyond her professional achievements, Alicia demonstrates leadership in her community through active involvement with the Birmingham Bloomfield Newcomers Club, a diverse women's non-profit organization. As President, she drove significant membership growth and continues to serve on the executive committee, supporting the organization's mission of connecting women from around the world.

Alicia holds a BBA from the University of North Texas. Her client-first philosophy, coupled with decades of experience navigating various market cycles, positions her as a valued advisor who helps clients build confidence in their financial future.

Office: 248-457-4550
Text: 248-206-0905
Email: aschonberger@upstreamip.com

With 30 years of distinguished experience in investment research and portfolio management, Lyle brings depth to his role as a Private Wealth Manager. Most recently, he served as Head of Investment Research and Due Diligence at Ameriprise Financial, where he was also one of seven senior leaders steering the firm's Wealth Management division.

Lyle's investment acumen was recognized early in his career at H&R Block Financial Advisors. His strategic vision led to the creation of comprehensive macro research and asset allocation teams.

At Ameriprise, Lyle architected a comprehensive research organization spanning multiple states and continents, growing the team to nearly 50 professionals. He expanded the firm's capabilities across fixed income research, asset allocation, manager research, product due diligence, and retirement income strategies.

As lead portfolio manager, he personally guided two of the firm's largest equity income-oriented model portfolios. Under his leadership, the department produced over 2,000 proprietary research publications annually while maintaining strategic partnerships across the organization.

Lyle's investment philosophy is anchored in independence. His commitment to serving in a fiduciary capacity in advisory relationships puts clients' best interests first and drives every decision in his role as a Private Wealth Manager.

He holds a BA in Business from Austin College. His extensive credentials include Series 7, 16, 24, 31, 63, 65, 86, and 87 securities licenses, along with MI life insurance and variable products licensure. Continuing education coursework includes Blockchain in Business: Beyond the Hype, 2021, at Columbia University, and the SIFMA/Wharton School of Business Securities Industry Institute, 2017-2019.

Office: 248-457-4550
Text: 248-264-3737
Email: lschonberger@upstreamip.com