Alexis Perron,

Financial Advisor

About Alexis

Money is deeply personal. It influences our ability to care for loved ones, pursue opportunities, and build lasting impact.

Alexis approaches financial advising as a long-term partnership grounded in trust, understanding, and thoughtful guidance. After nearly a decade helping organizations bring order to complex environments, she developed a deep appreciation for clarity, preparation, and collaborative leadership.

Today, she works with individuals, families, and entrepreneurs who want a financial plan built with a holistic perspective. Alexis helps clients make decisions with a clear understanding of how each piece fits into their broader vision. Her role is not just to provide answers, but to guide meaningful conversations that lead to confident action.

Alexis holds a Bachelor of Arts in Financial Management from the University of St. Thomas and maintains her Series 7, 63, and 65 licenses.

Beyond her work, she enjoys life with her husband, time with family and friends, and being an auntie. She loves interior design, cooking meals that bring loved ones around the table, staying active, and exploring new places through travel. For Alexis, financial planning isn’t just about growing wealth — it’s about creating the freedom to fully enjoy life and the people who matter most.