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Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

Featured Post:

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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401(k) Contribution Limits & How to Max Out the Shell Provident Fund

by Alexis Long, MBA, CFP®
November 13, 2025

401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)

by Alexis Long, MBA, CFP®
November 13, 2025

Navigating Shell Disability Insurance Coverage During Open Enrollment

by Alexis Long, MBA, CFP®
October 14, 2025

How to Evaluate Chevron Disability Insurance Options in Open Enrollment

by Alexis Long, MBA, CFP®
October 14, 2025

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

by Alexis Long, MBA, CFP®
April 21, 2025

Chevron’s Relocation to Houston: What Employees Need to Know

by Alexis Long, MBA, CFP®
March 31, 2025

How to Use a Health Savings Account (HSA) in Your Retirement Savings Strategy

by Alexis Long, MBA, CFP®
February 13, 2025

4 Ways to Invest Your Chevron Incentive Plan (CIP)

by Alexis Long, MBA, CFP®
February 05, 2025

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

by Alexis Long, MBA, CFP®
February 05, 2025

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

by Alexis Long, MBA, CFP®
February 04, 2025

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057