Alli Barczak

Alli Barczak

Client Concierge

302.234.5655

From an early age, my parents taught me the importance of saving and being intentional with money. That influence shaped my understanding of financial responsibility. More importantly, they raised me and my two sisters with values rooted in faith, integrity, and compassion. Those principles continue to guide how I approach both my personal life and the work I do each day.

I graduated from the University of Delaware with a degree in Communications and a minor in Advertising. During my time there, I was actively involved in the Public Relations Student Society of America (PRSSA), where I developed a strong interest in building relationships and client engagement.

Before joining Covenant, I spent over two years working as a Patient Care Coordinator in a dental practice. In that role, I partnered closely with patients to help them understand their insurance benefits and make informed decisions about their care. That experience sharpened my ability to distill complex information and advocate on behalf of others, skills I carry into every client interaction today.

I joined Covenant as a Client Concierge because I was looking for an opportunity to grow, expand my skillset, and be part of something meaningful. In my role, I support our advisors behind the scenes, helping to create a smooth and thoughtful experience for the clients we serve. I’ve always had a passion for helping people, and I find fulfillment in contributing in ways that reflect the care and attention our team is known for.

Looking ahead, I am excited to continue growing within the financial services industry by expanding my knowledge and deepening my ability to support clients in meaningful and impactful ways.

Outside of work, I enjoy staying active through weight training and long walks. Fitness has played an important role in my life, as it is also where I met my husband, Jake. We enjoy spending time together at the Delaware beaches, especially in Lewes. I also value time with my family, particularly my two sisters, and enjoy being at home with my tuxedo cat, Luna.