Alix is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with her MBA from Wake Forest University. Her passions include travel, behavioral economics, volunteering, and spending time with her two rescue dogs, Sophie and Enzo. Outside of work, you’ll find her trail running, paddleboarding, leading trash cleanups, and enhancing her financial planning acumen within all topics.
Education: Nova Southeastern (BSF, BS), Wake Forest University (MBA)
View my professional bio information and my Form ADV Part 2B
"I swear I lived."
Follow Alix
Get to know Alix
My family over the holidays.
My mom and I visiting the Biltmore in Asheville, NC.
My rescue dogs, Sophie and Enzo, in our home town of Charlotte, NC.
Berne, Switzerland—one of the many places I’ve traveled, but arguably my favorite.
What's the last book you read?
One More Thing by B.J. Novak. Currently reading The End of Poverty: Economic Possibilities of our Time.
What's the craziest thing you've ever done?
Backpacked through Iceland solo (ended up being an amazing experience).
What are you passionate about?
Our planet, enhancing economic mobility, behavioral economics, and rescuing dogs.
What is your favorite family tradition?
It’s a tie between Christmas Eve fajitas, and “The Birthday Game” (guessing famous people’s ages and being wildly incorrect).
