“I was raised with a ‘family first’ mentality that has carried into adulthood and been passed along to my own children. What I love about Truepoint is that the clients I work with allow me to get to know them in a deep and meaningful way. This familiarity provides the opportunity to help them embrace a ‘family first’ approach for themselves. And the work is incredibly rewarding as I continually find myself learning new things, which benefits other families I work with and enriches me, both professionally and personally.”
Alexandra helps families use wealth as a tool to articulate their values and create meaningful legacies. She works closely with the entire family—from the wealth creators, to their children now raising their own families, to the grandchildren charting a new course. She especially enjoys helping younger generations develop and hone their financial skills as they prepare to steward the family’s wealth. In all of her efforts, she focuses on ensuring that the family’s values are passed down through the generations and that every member understands their role in managing the family’s wealth.
Alexandra enjoys spending time with her own family, including her husband, their two school-aged children, her parents, and her sister’s family. She cherishes their annual summers in Harbor Springs, Michigan which she describes as “heaven on earth.” She also is an avid walker and attends barre classes whenever she can. With a deep appreciation for the arts, she is a loyal supporter of the Cincinnati Ballet, where she currently serves on the board of trustees as a member of the executive committee along with chairing the finance committee. Alexandra is also involved with Cincinnati’s Town and Country Garden Club, serving as treasurer and a member of the floral design committee.
Specialties: charitable giving, financial literacy and education, multi-generational planning, philanthropic planning
- Sr. Wealth Advisor & Shareholder
- Truepoint Wealth Counsel
- Coaching | Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Wealth Management | Women and Giving
- 21/64 Virtual Approach Training