Experience and Education
Alexis provides wealth management to individuals and families to help them achieve their financial goals.
Alexis began her career at a social impact wealth management firm in San Francisco. Prior to joining Mariner Wealth Advisors, Alexis worked in both a client service and investment advisor capacity for Savant Investment Group. This included maintaining accounts and correspondence with clients along with financial advice and planning. She still maintains her role as founder and personal finance educator for Financially Brave LLC.
Alexis has a bachelor’s degree in business management and a Spanish minor from San Francisco State University.
Alexis enjoys walks by the water, reading, dancing to Motown music and spending quality time with her dog, Barry.