With more than 28 years of experience in the financial services industry, Alexis provides valuable support for our clients and team. Efficient and detail oriented, she handles a variety of operational duties including cash management needs, retirement plan distributions, opening new accounts and completing document requests. Alexis enjoys working directly with families and individuals we serve to help them feel comfortable and confident throughout the financial planning process.

Alexis began her financial services career as a sales assistant with A.G. Edwards & Sons. She later worked at Wells Fargo before joining Raymond James in 2018. Alexis earned a legal secretary degree from Empire College and is a notary.

Alexis enjoys being outdoors, bike riding, water skiing, walking her dog Harley, volunteering, and spending time with her family. She’s a Petaluma native and lives with her husband, Kirk, and their children, Jason, and Jaden.