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While the vast majority of new clients arrive at the firm as a result of referrals from friends and family members, Alexis works to reach successful investors and small business owners both inside and outside the Greater New Jersey area.
Prior to Wealthwise, Alexis worked in Structured Finance and at various law firms. She received a Bachelor’s degree from Marist College and a Master’s from Monmouth University.
Alexis is married with three boys. She generously donates her time and experience to various local charities, among them serving as co-chair of the Goodness Now Food Pantry.