Alexis Woodman serves as a Client Service Manager and is passionate about supporting clients as they pursue their financial goals through all seasons of life. A proud graduate of Georgia Tech, Alexis holds a Bachelor of Science in Business Administration with a concentration in Finance.

While earning her degree, Alexis prioritized gaining hands-on experience. She worked part-time with Kaldi’s Coffee Roasting Co. on the Business Development & Sales Team, helping expand the brand’s footprint across the Midwest and into the South through strategic marketing efforts and key partnership development.

Following her time at Kaldi’s, Alexis interned at Mercer, where she later joined full-time as a Senior Analyst on the Private Equity Research Team. There, she conducted in-depth due diligence on funds in the Lower Middle Market, gaining valuable insight into investment research.

Outside the office, Alexis is passionate about giving back to her community. She authored a book on life after sports, which opened the door to speaking engagements at local high schools. She is also a 2025 Visionary of the Year Candidate for the Leukemia & Lymphoma Society, leading a 10-week campaign to raise funds and awareness for blood cancer research.

Alexis lives in Clayton, Missouri, with her mini Aussiedoodle, Nashville. A lifelong tennis player, she also enjoys exploring the St. Louis food and cocktail scene, hiking, biking, cooking, and all things racquet sports.