Alexa Steffens

I recently graduated Cum Laude from the University of Louisville with a B.B.A. Double Major in Finance and Marketing and a minor n Management while playing division one lacrosse.  After interning for Perry L. Smith Consulting in the summer of 2022, I have had the privilege of joining the firm full time as a Wealth Associate.

I have completed my Securities Industry Essentials Exam and plan to complete my Series 7, Series 66, Life Insurance License and will be promoted to Wealth Advisor. In addition, I will proceed with my ChFC (Charter Financial Consultant) and real estate license.  Once those are completed onto my CFP (Certified Financial Planner).

I have always been a big fitness advocate which is why I fell in love with and became so passionate about wealth management.  Human fitness is remarkably similar to financial fitness because both require discipline, consistency, and most importantly, patience and time.  It is truly a marathon, not a spring and both require long-term dedication to be successful.  Additionally, each requires a broad and varied set of activities that align toward a common goal.  With sports, it requires time in the gym, the right nutrition plan, studying film, repetitions on the field, and running...a lot of running.  Being financially fit requires a similar commitment to a variety of areas including investing, estate planning, requirement planning, real estate planning, and much more, all aligned toward being financially secure. 

Helping our clients achieve financial stability and freedom is my biggest goal and something I will commit the rest of my life's efforts, time, and passion towards.  your wealth planning will be forever changing and helping you set your goals, establish strategies to work towards and achieve those financial goals are what excites and drives me to be not only the best Wealth Advisor I can be,k but the best person I can be. We will celebrate the wins, work through any setbacks, and continuously strive toward building your dream life step by step. I will provide excellent client service throughout our relationship by being proactive, transparent, trustworthy, and most of all listen. To me, there is no luck in life, things work out when opportunities and preparedness come together. 

I hold the following advanced degrees and licenses:

-BBA Double Major in Finance and Marketing, Minor in Management 

-SIE Securities Industry Essential Exam

I am a member of the following professional and community organizations:

-Bradford Tax Institute Member

-Leimberg Information Services Member