Alexis Herman

Senior Financial Advisor

Alexis’ passion is partnering with her clients to assist them in achieving their short and long term financial goals. A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

Her commitment is to professionalism, working with her clients, and the implementation of unique, personal strategies and goals to help them form the foundation of a strong financial future.

When Alexis meets with families and individuals, the conversations focus on them and their goals. To help establish the groundwork, the conversation may begin: Your financial plan must reflect the stage of life you’re in, whether purchasing a first home, financing a child’s college education or planning for retirement. Your plan must reflect your personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and help ensure that everything is moving forward according to plan. Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Alexis has lived in Denver with her husband, Scott, and their three children for 14 years. Together they own and manage numerous investment properties in addition to being fully committed to their individual careers. They love camping, skiing, biking, running, rafting, and all that Colorado has to offer.

Alexis’ professional designations include FINRA Series 7 and 66 licenses, and, in addition, she is Colorado Insurance licensed in Life, Health, and Variable Annuities. She is also certified in Long Term Care.

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