Alexandra brings over a decade of experience working with affluent individuals, multi-generational families, and non-profits. Her practice focuses on holistic financial planning and incorporates necessary trust and estate planning to match each client’s needs. Alexandra is a passionate fiduciary working alongside each client to cultivate long-lasting relationships. She works in conjunction with the entire planning team, focusing on broader planning initiatives to benefit every client.

Alexandra is a CERTIFIED FINANCIAL PLANNER™ and a graduate from Virginia Tech with a Bachelor of Arts in Economics. Alexandra volunteers as a mentor for Rock the Street, Wall Street, speaking to young women in high school about the financial industry, as a CFP® mentor to coach individuals through the CFP® exam, and as a teacher for the Academy of Finance, introducing financial planning principles to college students.

Outside of the office, Alexandra enjoys spending time reading, practicing yoga, and traveling across the pond to England. She serves her local community of New York City through Habitat for Humanity and Stuyvesant Park Neighborhood Association. Alexandra is based out of our New York City office.