Alexis joined the financial services industry in 2012 after earning her bachelor’s degree in marketing from Stephen F. Austin State University in Nacogdoches, Texas.
Alexis works closely with clients to help them develop financial strategies geared to help them pursue their near-term and long-term financial needs and objectives. She is committed to delivering prompt, personal and customized service to clients. Alexis has vast experience implementing and servicing corporate benefit plans including, defined benefit, defined compensation and non-qualified deferred compensation plans. She holds the Chartered Retirement Plans SpecialistSM (CRPS®) designation.
Alexis and her husband, Jared, and their children, Addison and Allie Claire, live in Lufkin. Dedicated to giving back to her community, she is involved with The Junior League of Lufkin, Museum of East Texas, and The Chamber of Angelina County.