Alexis Long, MBA, CFP®

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

What to Consider Before Accepting a Severance Package From Shell

Severance. It’s a term that can evoke anxiety; most of us aren’t ready to talk about it or hear the phrase “severance package” discussed in conjunction with our career. How can a severance package...
January 21, 2026

How is Saving for College Different for High Income Families?

September 13, 2019