Alexandra Shepis
CFP®, CDFA®
(She/Her)
Lead Advisor

Alexandra is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®). She received her M.S. in Finance from Fordham Gabelli School of Business, after graduating Cum Laude from Villanova School of Business. Alexandra brings experience from Morgan Stanley Wealth Management, and also has a very personal story of why she became an advisor. When Alexandra’s father passed away, she experienced how life can change overnight and watched her mother take on all the financial responsibilities. Alexandra not only provides her clients with excellent financial advice but is also there for them as a sounding board during difficult times.

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