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Alexis is a Principal in the Virginia office.

Prior to joining Cerity Partners, Alexis served as a Senior Financial Advisor at FJY Financial. Over 17 years of experience cultivating client relationships has taught her the foundation of effective financial partnerships is identifying what matters most to clients. Strong communication skills and humble listening are her guideposts to serving existing clients, growing new relationships, and helping shape the future of the firm. Alexis brings her love of learning to the mentorship of up-and-coming financial planners within Cerity Partners.

Most of her clients are strong, resilient women who work hard, play hard, and have saved substantial wealth. They are planners by nature and strive to have it all. Life is about growth and gratitude for them. Alexis focuses her energy and efforts on creating a welcoming environment for these women where the shared goal is to engage, educate, and empower them to live a life fulfilled.

She was named as one of Washingtonian magazine’s list of “Top Financial Advisors” in 2022. In addition, she was named by Northern Virginia Magazine in its “Top Financial Professionals” edition under the categories of Financial Planning and Investment Management in both 2019 and 2021.

Alexis earned her Bachelor of Science degree from Virginia Tech. She holds the Retirement Income Certified Professional (RICP) and Certified Financial Planner (CFP) designations. Alexis is a member of the Financial Planning Association and attends seminars and continuing education events annually. She is serving on her local chapter’s board in 2022 and has enjoyed participating the past two years on the board for the Society of Financial Service Professionals National Capital chapter.

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