Alexis joins Summit Wealth Management Group as the Office Manager with over a decade of experience in administrative services, along with a strong background in problem solving, analytical support, and financial services operations. She holds a Bachelor’s Degree in Business Administration and is dedicated to ensuring the day-to-day operations of the firm run smoothly. Her organizational skills and attention to detail help streamline processes and enhance the overall client experience, allowing advisors to remain fully focused on supporting clients in achieving their financial goals.

Before relocating to Ventura County, Alexis worked at a wealth management firm in Seattle, Washington. She plans to pursue a long-term career in financial services and looks forward to expanding her knowledge and expertise at Summit. Outside of the office, she enjoys cooking, gardening, and spending time at the beach with her young son, Cash, as well as staying active in her community through volunteer work.