Our Team

What Does Alexa Do?

Alexa might be the voice you hear answering our phones or responding to your appointment request. She documents client meetings and processes client paperwork and money requests. Alexa is learning to run financial plans and assists with a wide range of everyday office tasks. 

Did You Know? 

Alexa was valedictorian of her high school class and received her Associate of Arts degree while still in high school. She received a full scholarship to the University of Akron and received her Bachelor of Business Administration in Financial Planning degree by age 20. 

Alexa is an avid stock car racing fan; she has spent nearly every weekend at a racetrack watching her brother race since the day she was born.

Credentials

• Graduated cum laude with a BBA in Financial Planning from the University of Akron.