About Alexis
Alexis is involved with client relationships while also working alongside the advisory team to create financial plans and provide operational support for the firm.
She currently resides in Buckhead with her boyfriend and two puppies, Gracie and Wade. She is a member of the Junior League of Atlanta and is a volunteer at BeLoved Atlanta. During her free time, Alexis loves to attend concerts and festivals and try new restaurants around the city.
Education and Professional Milestones
-University of Georgia - bachelor of science degree in family financial planning, cum laude
-Was vice president of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events
-Has worked as a family service coordinator for the ultra-high-net-worth segment of a large regional bank
Alexis is involved with client relationships while also working alongside the advisory team to create financial plans and provide operational support for the firm.
She currently resides in Buckhead with her boyfriend and two puppies, Gracie and Wade. She is a member of the Junior League of Atlanta and is a volunteer at BeLoved Atlanta. During her free time, Alexis loves to attend concerts and festivals and try new restaurants around the city.
Education and Professional Milestones
-University of Georgia - bachelor of science degree in family financial planning, cum laude
-Was vice president of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events
-Has worked as a family service coordinator for the ultra-high-net-worth segment of a large regional bank