Associate Wealth Advisor
Alexis is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Alexis graduated from Iowa State University with a bachelor’s and master’s degree in Finance. In her free time, Alexis enjoys traveling, sporting events, and spending time with friends and family.