Simplified Financial Advice.

Meet Alejandra


 Alejandra’s astute organizational skills help make her an excellent Front Office Associate and Marketing Coordinator for our team. She deftly supports the team while also helping clients feel welcome and heard. Her passion for helping others is apparent in everything she does.

As the eldest of four children, and with nearly a decade of professional experience in client services, Alejandra is no stranger to ensuring everyone around her is well taken care of.

Born and raised in the Pacific Northwest, Alejandra enjoys weekend trips to explore nearby cities and spending time with her siblings. She’s always up for a last-minute adventure. At the end of a busy day, you can find her admiring the beautiful night sky with her cat Luna.