Alexis Anderson brings a strong foundation in finance and wealth management to her role, combining technical expertise with a commitment to delivering exceptional client service. She earned her Bachelor of Science in Finance from West Virginia University in December 2022 and has developed experience in portfolio management, financial software platforms, and reporting for high net worth clients.

Originally from West Virginia, Alexis relocated to Utah in November 2024 to pursue new professional opportunities and enjoy the state’s unparalleled outdoor lifestyle. Outside of work, she enjoys skiing, hiking, and spending time outdoors. Whether exploring mountain trails, enjoying fresh powder on the slopes, or taking in Utah’s natural beauty, Alexis values staying active and embracing new adventures while maintaining a balanced and fulfilling lifestyle.

Education:

Bachelor of Science in Finance, West Virginia University