As a client assistant with the FWP group, Alexis supports client service operations. She works closely with the advisors to complete various tasks including scheduling meetings, taking phone calls, and assisting clients with their needs. Alexis enjoys knowing that she is helping our clients to meet both their financial and personal goals.
Alexis attended West Liberty University and graduated with two bachelor degrees in Financial Planning and Marketing in 2024. She also obtained her MBA with a concentration in Management in 2025 before joining the team.
Outside of work, Alexis enjoys spending time with her family and friends. She also loves to play golf, bake, cook, and do anything artistic.