Alexis Long, MBA, CFP®

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

When to Hire a Financial Advisor and When You Shouldn’t

Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
June 27, 2025

Shell Open Enrollment: Understanding Your Life Insurance Options

October 18, 2024

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 18, 2024

Understanding Your Chevron Retiree Medical Benefit Plans At Any Age

August 15, 2023