As a Financial Planner, my mission is to help clients discover and define their goals, navigate life decisions, and bring education, organization and clarity to a client’s financial future no matter what stage of life.
With over 35 years of experience in the financial industry I have worked with broker-dealers, registered investment advisers and their clients. In addition to being a Certified Financial Planner™ professional since 2008, I also have broad based experience encompassing consulting, investment management, operations, supervision and compliance.
Alexis spends her recreational time playing and coaching the Sport of Bowls (aka lawn bowls). Invented in ancient Egypt where players would throw stone balls, it has developed into an international sport where players roll slightly asymmetrical “bowls” (not balls) to a smaller white ball (“jack”) on a large rectangular grass or synthetic surface called a bowling green.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.