Financial Advisors for Now and the Future.

About Alexis

When Alexis first came across financial planning in college, she thought “This will be lots of numbers, I love numbers.” However, the more involved she became, she realized there was so much more to the profession.  Alexis fell in love with the idea of helping people. Connecting with individuals on a more personal level to help them achieve their goals is her passion. She believes that financial planning is more than investing. It means understanding an individual’s every aspect of life to help them plan in a way that best suits their needs.

After being a part of the first graduating class of Spring Mills High School, Alexis went on to Shepherd University to pursue her degree. She graduated from Shepherd with a degree in Business Administration with a concentration in financial planning. She currently obtains her Life and Health and Series 65 license, but plans to also pursue her CFP designation.

Alexis thrives on lifelong learning. She believes that the day you stop learning is the day your life is over. She enjoys spending all her free time with her family. Alexis dreams of traveling the world one day and immersing herself into different cultures. She would like to learn another language as well as how to play the piano. Alexis loves soaking up the sun and spending long summer days outside.

Favorite Food:

Gluten free pretzels and Nutella

Best Piece of financial advice I received:

Automate savings

Favorite Quote:

“Simply, have a mind that is open to everything and attached to nothing.”

If I could meet anyone, past or present, it would be:

Lauryn Hill

Hidden Talent:

I sing

Favorite Book:

Good to Great

What motivates me:

The fact that there is still a better version of myself I can get to

Favorite Holiday:


Something on my bucket list:

Play the piano, speak Spanish, travel the world

Place I would most like to visit:

Museum of the Future in Dubai

My biggest accomplishment:

Graduating college after having my son

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