As a Portfolio Manager and Advisor, Alix serves as a primary contact for clients. She focuses on building long-term relationships as she develops, implements, and monitors custom investment portfolios specifically designed to help clients pursue their goals.

Alix joined Southwest Investment Advisors in 2009 in an operational role. Prior to joining the firm, she worked for a non-profit in Colorado.

Alix has a bachelor’s degree in business administration from Pepperdine University. During college, she studied both in Malibu, California, and in Florence, Italy. She holds the Certified Wealth Strategist® designation. Alix has passed the FINRA Series SIE, 7, and 66 exams.

When she’s not in the office, Alix enjoys traveling and running with her husband, singing at her church, and trying to keep up with her active boys!