Alexis serves as a paraplanner assisting Heidi Malone to provide professional financial planning and comprehensive investment research for her clients. She holds her FINRA Series 66 registration and her life, accident, and health insurance license.
She has growing knowledge of the business industry after graduating with a BBA in Finance from The University of Texas A&M – San Antonio and holds great client service experience. Alexis is continuing her education and working her way towards becoming an Executive Wealth Manager.
She is the eldest of six children and lives in San Antonio with her husband, Dex, and boxer, Bentley. As a family they enjoy exploring new places in the city and making memories traveling.