Meet Alexis
Alexis specializes in helping individuals and families build secure, confident, financial futures. With a deep understanding of long-term wealth strategies, she partners with clients to design personalized retirement plans that align with their goals, value, and vision. Alexis looks at every piece of the financial puzzle including investments, retirement planning, estate planning, insurance needs, and college planning. She specializes in working with clients who are going through a transition period in their lives such as career or relationship change. Alexis is passionate about empowering her clients to make informed financial choices at every stage of life, and is known for her thoughtful and personalized guidance, taking the time to understand each client’s unique circumstances. Finances are about more than just numbers, it’s about creating freedom and peace of mind.
Alexis joined the financial services industry in 2013, first with Karn Couzens and Associates before integrating with Carson Wealth in 2022. Alexis is a fiduciary and holds a Series 65 from the Financial Industry Regulation Authority (FINRA) as an Investment Advisor and is a licensed Life, Accident and Health Insurance agent.
Alexis enjoys exploring the globe with her husband, scuba diving, and reading anything and everything. She also loves playing with her two rescue animals, Koda and Bill.
Contact us for a complimentary consultation!
Alexis Karn is a non-registered affiliate of Cetera Wealth Services.
