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Roberta is the founder and CEO of Alexis Advisors. Once a teacher and still a practitioner of yoga and meditation, she integrates mindfulness with her decade of money management in Wall Street and London to offer clients a more holistic, intentional approach to their finances.
VA529 is an independent agency of the Commonwealth of Virginia, with a mission to provide superior, affordable, innovative, tax-advantaged higher-education savings options to help families and others achieve their academic goals.
Alexis Advisors' Money Mornings is a monthly breakfast program designed to provide our community with free education and a welcoming atmosphere to open the money conversation and learn how to live, spend, and invest intentionally.