Client Advisory

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).

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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