“I was raised to always put family first. So today I’m passionate about helping our clients shape their family legacies across generations.”
As a devoted wife and mother of two, Alexandra understands how wealth management is very often a family affair, with impacts and legacies that reach across generations. That’s why she specializes in helping families coordinate multi-generational wealth, with a focus on educating families on how to effectively communicate and collaborate on family financial objectives.
An avid proponent of community involvement and giving back, Alexandra also advises individuals and families on how to use advanced wealth management strategies to transform ordinary charitable giving into high-impact philanthropy and sustainable legacies.
In addition to a B.A. in art history from University of the South, Sewanee, and an MBA from the Tuck School of Business at Dartmouth, Alexandra has also earned the distinction of CERTIFIED FINANCIAL PLANNER™. Outside of work, she stays actively involved in numerous community organizations, including the Cincinnati Ballet, where she serves on the Board of Trustees as chair of the finance committee and executive committee member, and the Junior League of Cincinnati, as a sustaining member.