Alexis joined our firm in 2016. As our Client Service Manager, she is the first point of contact for clients as they visit our firm. She also assists the administrative team with the overall operation of the firm.
Alexis is a strong advocate of our firm’s “Clients First” philosophy. She has over ten years of client service experience.
A graduate of the University of North Florida, Alexis has a bachelor’s degree in health education.
Her favorite thing to do when she’s not making great first impressions at our firm is to spend time with her family on their boat.
Contact Alexis: email@example.com
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June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: