About Alexis
Alexis helps clients dig deep into their goals to create a plan that works for them while providing ongoing support and guidance. She partners with individuals and families to help navigate through major life transitions, including marriage, growing a family, new careers, retirement, and divorce, ensuring clients make informed decisions with clarity and a sense of calmness.
Prior to joining Focus Partners Wealth, Alexis worked as a family service coordinator for the ultra-high net worth segment of a large regional bank. During her time at the University of Georgia, she was Vice President of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events.
Alexis currently lives in Chicago, with her husband, Curtis, and two dogs, Gracie & Wade, but frequents her hometown of Atlanta. When not helping clients or bringing pups to weddings, Alexis enjoys travelling to new places and discovering the city with her small family and friends.
Education and Professional Milestones
-University of Georgia - bachelor’s degree in family financial planning, graduated cum laude
Alexis helps clients dig deep into their goals to create a plan that works for them while providing ongoing support and guidance. She partners with individuals and families to help navigate through major life transitions, including marriage, growing a family, new careers, retirement, and divorce, ensuring clients make informed decisions with clarity and a sense of calmness.
Prior to joining Focus Partners Wealth, Alexis worked as a family service coordinator for the ultra-high net worth segment of a large regional bank. During her time at the University of Georgia, she was Vice President of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events.
Alexis currently lives in Chicago, with her husband, Curtis, and two dogs, Gracie & Wade, but frequents her hometown of Atlanta. When not helping clients or bringing pups to weddings, Alexis enjoys travelling to new places and discovering the city with her small family and friends.
Education and Professional Milestones
-University of Georgia - bachelor’s degree in family financial planning, graduated cum laude