Here’s her background…

Alexis is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Kingdom Advisor (CKA®). She has been featured on Market Watch, MSN, XO Marriage and other major media for her expertise in building wealth.

She graduated from Indiana University’s Kelley School of Business and majored in Finance. After graduation, she worked for a wealth management firm where she managed and traded the firm’s portfolio of over $500 million in assets for over 200 clients!

One Sunday morning she heard a message at church about a Christian’s role in the workforce and the importance of leadership and operating with a standard of excellence when it came to work. It was then when she had her “aha!” moment, and the idea of Blend Wealth was formed. Her vision came to life when her amazing husband, Tim, was excited (after some persuading and number crunching) to dive into the entrepreneurship journey alongside her.

Enter Blend Wealth. Together they have built a virtual family office that provides deep personal advisory and business advisory services to clients virtually all over the country.

Alexis absolutely loves what she does because the goal of stewarding wealth is not just to invest more, save more or have the best tax strategy. She’s passionate about helping clients think about what success really means to them and determine what things they can do today to enjoy their life now and in the future. She loves helping her clients’ dreams come true.

She is grateful to do life and business with Tim. She also enjoys spending quality time with their kids, Conner and Christian, serving in her church, being active outdoors and making sourdough bread.