Experience and Education

Alexis provides clients with comprehensive wealth management and financial planning services to individuals and families, helping them build their financial confidence and achieve their long-term goals.

Prior to joining Mariner, Alexis began her career at a social impact wealth management firm in San Francisco. She also worked in both client service and advisory roles at Savant Investment Group, where she managed client relationships and delivered personalized financial advice.

Alexis holds a bachelor’s degree in business management with a minor in Spanish from San Francisco State University.

Personal Interests

Away from the office, Alexis enjoys lakeside walks, reading, traveling and spending time with her spirited poodle, Barry.