Alexis serves as a Wealth Advisor at AlphaCore Wealth Advisory. Alexis has worked in wealth advisory and financial services with an emphasis on alternative investments for the last eight years. Working with clients to understand their financial goals and objectives have been a key priority for Alexis since throughout her professional career. Alexis began her career at Altegris Investments in 2011 as a Strategic Relationships Operation Specialist in Client Services where she focused on comprehensive support of the Advisory Team’s clients. Her diligence and focus on providing excellent solutions to investors led to her transitioning to a Sales Account Executive with the Private Client Group at Altegris in 2012. In 2018, Altegris, a boutique alternative investment firm, joined forces with Artivest, a financial technology firm out of New York City. Alexis joined Artivest as a Senior Alternative Investment Consultant within the Private Client Group prior to joining AlphaCore in September, 2020. Alexis resides in San Diego, California with her husband and two children and loves being outdoors, running, and spending quality time with her family.
Education and Accreditation
University California San Diego, BA in Communications