Alexandra is a Certified Financial Planner® with over 15 years of experience in the financial services industry. She has built her career on comprehensive planning and deep, relationship-driven work, helping families gain clarity, confidence, and a stronger sense of purpose around their finances.

She brings extensive experience working with high-net-worth individuals and families, now applying that expertise to deliver personalized planning for each client she serves at Lifeworks. Alex leads with education, equipping clients with the insight and confidence to make values-aligned decisions and use their money to live more intentionally.

Outside of work, Alex enjoys staying active and spending time outdoors with her husband, Mike, and their two young children, Ayla and Brody.