Alexis shares her father's passion for investing and for helping clients define and achieve their long-term goals. Alexis has excellent analytical, technology and communication skills. She developed and implemented our website, is instrumental in presentations and daily operations and is a talented trader. Alexis is both a licensed Investment Adviser and Life Agent; allowing us to provide comprehensive estate and retirement planning solutions including life and long-term care insurance and annuities. She embraces her role as a Fiduciary and as Jason's apprentice - immersing herself in all aspects of portfolio construction, financial planning and client service. Alexis graduated from Lehigh University's College of Business and Economics with High Honors in just 3 years as a member of the Class of 2020. She spent the first two years on Lehigh's Division 1 Women's Golf Team and was honored as an Academic All-American. She served on an investment committee that managed part of the school’s endowment and was a lead fellow in a peer-to-peer learning program focused on communication.