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Meet Alexis

 

Alexis has a knack for knowing what clients like, from what beverage a client wants when they walk through the door to enthusiastically asking to hear stories about a new grandchild. Clients are her first priority as she assists the financial advisors by running reports, updating client data, reviewing and writing insurance cases when appropriate, and making sure each client feels valued as part of the Carson Wealth family.

Motivated by the pursuit of happiness, Alexis enjoys traveling with her husband and scuba diving. She considers herself fortunate to be able to work with her father every day and values quality time with every member of her family. An avid reader and runner, she also loves playing with her two rescue animals, Gumbo and Koda.

A valued member of the team since 2013, Alexis has served in a variety of roles throughout her tenure and is currently a licensed Life, Accident and Health Insurance agent along with holding a Series 65 registration.

Contact us for a complimentary consultation!

 

Alexis Karn is a non-registered affiliate of Cetera Advisor Networks LLC.

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