Alexis Nichols serves as a Senior Client Relationship Associate, supporting Tim Montfort in delivering comprehensive financial planning and investment research for his clients. She is dedicated to providing an exceptional client experience and fostering strong, long-term relationships.
Alexis holds a Bachelor of Business Administration in Finance from The University of Texas A&M–San Antonio and brings a solid foundation in wealth management and the broader business industry. She is licensed in life, accident, and health insurance and is actively continuing her education.
Outside the office, Alexis enjoys long-distance running and exploring her hometown of San Antonio with her husband, Dexter, and their boxer, Bentley. Together, they love hiking in the Hill Country and creating lasting memories through travel.