For Alexis, the decision to become a financial advisor stems from a combination of her passion for people and genuine, meaningful connections, as well as her life experience and drive for solving complex, unique challenges.
Alexis is no stranger to the ups and downs of life experiences. From the things in life that are not as pleasant, to the exciting times in life, Alexis has either lived it personally or counseled clients who have. Alexis understands that it is nice to have a partner in your corner who will be with you and your family every step of the way, committed to positioning you using time-tested, sound, financial strategies.
Working at North Star Resource Group as a financial advisor means that Alexis is empowered to consistently grow in knowledge and creativity with her clients while providing them a high level of service and financial literacy education.
Alexis sees financial health as an extremely important piece of quintessential ‘holistic wellness’ pie that makes up our overall wellbeing as humans, alongside physical wellness, health, spiritual/religious wellness, and anything else important to you personally.
She believes that finances should also be fun and is committed to having fun, building strong personal relationships and working towards personal definitions of financial security.
- Insurance Strategies
- Retirement Strategies
- Business Owners
- Comprehensive Fee-Based Financial Planning
- Wealth Accumulation
- Series 7
- Series 65
- Series 63
- Life, Accident, and Health licensed
Prior to entering the financial industry, Alexis attended Saint Norbert College in Green Bay, Wis., where she earned a Bachelor of Arts in Psychology. Her professional experience includes nine years in the financial industry in a variety of roles, most prominently as an investment consultant and private client banker. She is the mother of a fun-loving, dino-obsessed four-year-old boy and their rescued three-year-old beagle mix named Barklee. In her spare time, you can find Alexis building intricate dinosaur worlds with her son, doing anything she possibly can outdoors, attending classic rock concerts, reading, cooking to Frank Sinatra, and checking out local dining and events!
Alexis welcomes any questions or conversations, and her favorite quote comes from Paulo Coelho, who states, “People never learn anything in life by being told, they have to find out for themselves”
Alexis is a registered representative and investment advisor representative of Securian Financial Services, Inc.