Alexis joined the Pustover Financial Services team in September 2024 through a partnership with our broker-dealer, Cambridge Investment Research, Inc. Working remotely from Iowa, she provides valuable administrative support to help ensure the PFS team can dedicate more time directly to serving clients.
In her role, Alexis assists with account management, reporting and planning, communication, and general client service. She is driven by a passion for helping others stay organized and informed, believing that strong administrative support is essential to building lasting client relationships.
Alexis is a graduate of Indian Hills Community College, where she earned her Associate of Applied Science degree in Office Management. Outside the office, she enjoys spending time with her cats, friends, and family.