As an Internal Investment Consultant, Alexa’s role involves supporting the needs of advisors, RIAs, and home offices by simplifying complex investment topics, making them easier for advisors to understand and communicate to clients. She will also assist in cultivating new relationships and maintaining existing ones, ensuring that clients have access to the right resources and insights to succeed.
Background & Education
Alexa graduated in May 2025 from Christopher Newport University’s Luter School of Business with a Bachelor of Science in Business Administration, majoring in Finance. She previously gained valuable experience as an Operations Analyst Intern at J.P. Morgan, where she developed strong skills in financial operations. Outside of academics, Alexa was also a member of the women’s lacrosse team at CNU.
Outside of the Office
Originally from McLean, Virginia, Alexa now resides in Fairhope, Alabama. A lifelong Capitals fan, she enjoys running along the bay, playing lacrosse, and exploring new coffee spots. Outside of sports, Alexa loves spending time with family and friends.
Why Aptus?
“I was drawn to Aptus because of its innovation and commitment to helping both advisors and clients succeed. The culture in the office is what really stood out to me – there’s a genuine passion for what they do, and it’s clear that everyone is dedicated to making a meaningful impact. Being part of a team that brings such energy and purpose every day makes me excited to contribute and grow with Aptus.”