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Alexis Peters
Financial Planning Associate
Alexis Peters is a Financial Planning Associate at Annex Wealth Management.
As a Financial Planning Associate, Alexis assists the Financial Planning Team with the preparation of financial plans, data entry, and administrative tasks to optimize workflow.
Alexis graduated from Grand Canyon University where she earned a degree in Business Management. Prior to joining Annex, she worked in data analytics and hospitality.
Alexis is an avid coffee drinker and enjoys traveling, hiking, cheering on Wisconsin sports teams and spending time with family and friends.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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