For me, the decision to become a Financial Wellness advisor stems from a combination of my passion for people and genuine, meaningful connections, as well as my life experience and drive for solving complex, unique challenges.
I am 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, I have either lived it personally or counseled clients who have. I understand that it is nice to have a team in your corner who will be with you, your family, and/or your business every step of the way, committed to positioning you using sound, financial strategies.
As a Financial Wellness Advisor with North Star Resource Group on the Gravity Wealth and Wellness Team, we work with families, individuals, and small business owners on integrating finances and wellbeing. We take a pragmatic view and long-term approach and specialize in financial planning for mental and physical health professionals.
We see 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.
We also believe that finances should be fun and am committed to building strong personal relationships and working towards individual 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, I attended Saint Norbert College in Green Bay, Wis., where I earned a Bachelor of Arts in Psychology. My professional experience includes nine years in the financial industry in a variety of roles, most prominently as an investment consultant and private client banker. I am the mother of a fun-loving, dino-obsessed five-year-old boy and our rescued beagle mix named Barklee. In my spare time, you can find me building intricate dinosaur worlds with my son, doing anything I possibly can outdoors, attending classic rock concerts, reading, cooking to Frank Sinatra, and checking out local dining and events!
I welcome any questions or conversations, and my 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.