Alexis Long, MBA, CFP®

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

How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning

Tax planning is an essential yet often overlooked component of any financial plan, playing a significant role in wealth accumulation over time, particularly for high-income earners. We use several...
October 07, 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