Not many people are introduced to the advice of Dave Ramsey when they’re still kids, but luckily for Alexis (and our clients), Alexis was drawn to financial planning at an early age. By the time she was in high school, she was accompanying her grandmother to meetings with a financial advisor. A financial planning career was born!
Alexis graduated with honors in 2017 from the Kelley School of Business at Indiana University-Purdue University Indianapolis and immediately joined the team at Market Street. She takes pride in always putting others first, and she strives to always act in the good faith to serve the best interests of every client. A member of the Financial Planning Association (FPA), Alexis is currently taking courses toward her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
When she’s not busy partnering with Patrick to help run Market Street’s Investments, Operations, and Technology functions, you can usually catch Alexis spending time with her family or being active at the gym. She enjoys weightlifting and setting—and accomplishing!—personal and professional goals.
"What I enjoy most about what I do is helping clients meet their unique financial goals. I’ve always loved learning, and because every person is different and the market is always changing, my learning—and the opportunity to help others—never stops."