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Biography

Alexis is an Client Service Associate in the San Diego office. She is a member of the Wealth Management practice, providing hands on administrative and operational support to both clients and advisors.

Prior to joining Cerity Partners, she worked in a similar capacity at West Coast Financial.

In her spare time, Alexis enjoys going to the beach, listening to podcasts, and spending time with friends and family (especially her cat).

Learn more about my practice.

Education

  • B.A. from Berea College

Highlights

  • Notary Public
  • Finance Chair of Pacific Beach Rotaract
  • Big Sister with Big Brothers Big Sisters of San Diego

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.