Alexis Mitchell

Where others give up, Alexis keeps going. This determined financial professional extends the same relentless drive to the care of her clients. She’s passionate about assembling the right plan and team to help every retiree exceed their financial goals and enjoy a happy retirement.

Prior to becoming a licensed financial advisor, Alexis worked in public accounting, focused on auditing and financial statement preparation. During her tenure at her previous financial services firm, she was twice named the #1 performing regional manager in Cincinnati.

Alexis is a Lake Eerie College alum, where she received an undergraduate degree in accounting and a Master of Business Administration. She also holds Life and Health / Annuity, Series 6, Series 63, and Series 65 licenses. Outside of the office, she loves hitting the gym, coaching volleyball, and spending time with her family.