Alexa is an Associate Wealth Advisor with over 5 years of experience in the industry with a focus on retirement, investment, and education planning. Daily, she helps high-net-worth individuals and families attain their financial goals through financial planning. Alexa also works with advisors to build financial plans, create investment allocation recommendations, analyze cash flow and budgeting, and service clients with their needs.
Alexa received her Bachelor of Science Degree in Finance from Ithaca College and Chartered Financial Consultant (ChFC®) Designation from The American College.
On a personal note, she enjoys spending time with her family, going to the beach, and watching horse racing.