MEET

Hello, I'm Alexis, a Certified Public Accountant with over a decade of experience in the financial sector. My career was ignited at the renowned Ernst and Young in New York City, where I sharpened my skills and absorbed wisdom from top financial experts.

A Journey from Numbers to People

Math was once my playground, and during my formative years at Johns Hopkins University, my fascination shifted from mere numbers to the complexities of the human condition. This pivot reshaped my approach to accounting, turning my focus towards understanding client motivations, behaviors, and aspirations.

Embracing Change: My Transformative Decision

Post-graduation, I stood at a professional crossroads, feeling unfulfilled by the typical paths in finance. Inspired by my father's legacy, I pursued an MBA in Accounting, a move that not only earned me my CPA license but also reignited my passion—connecting personally with clients to make a tangible impact in their lives.

Your Partner in Financial Success

During my enriching tenure at Ernst and Young, I tackled intricate financial challenges and collaborated with some of the brightest minds in finance. Today, as an independent CPA, I take greater joy in forming lasting relationships with my clients. I am more than an accountant; I am a trusted advisor dedicated to guiding you through tax planning, financial uncertainties, and strategic future planning