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 at 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, a relatively new professional certification administered by the Cannon Financial Institute. Alix has passed the FINRA Series SIE, 7, and 66 exams.
When she’s not in the office, Alix enjoys traveling and exercising with her husband, Phil, singing at the Vineyard Christian Community Church and meeting friends for tea or a cold brew.