Connect with Alexis

(248) 358-6500

As the Director of Operations and Client Experience Liaison at SkyOak Wealth, Alexis brings with her 2 1/2 decades of experience in the financial service industry.  She has a wealth of knowledge and has worked on both the buy and sell sides of the business (investment banks, hedge funds and RIAs.) She has interacted with a diverse cross section of clients developing a great rapport and quickly understanding their needs.  She excels in a high-pressure environment and prioritizes maintaining good relationships by consistently solving any issues that arise, no matter how complex.  She communicates efficiently and effectively with her clients to ensure they feel valued and heard.
Alexis was born and raised in metro Detroit. After graduating from the University of Michigan she moved briefly to Colorado then to San Franciso where she lived for 25 years and raised her family. She moved back to the area with her husband Paul, teenage daughter Sasha and rescue dog Ace.