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Alexa Kane, CFP®, CDFA™

Senior Financial Consultant

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303.768.0007 ext. 311

Joined M.J. Smith & Associates in 2014

Alexa graduated from South Dakota State University with a degree in  Consumer Affairs and an emphasis on family financial management. Prior to joining the firm, Alexa worked as a financial representative for Eagle Valley Investments while she studied for and passed her securities exams. She joined M.J. Smith & Associates in a para-professional role and was later promoted to senior financial consultant. She earned her CFP® designation in 2017 and her Certified Divorce Financial Analyst™ designation in 2018.

Why did you choose this profession?
We didn’t have a lot of money growing up, and I wanted to do more for myself. When I was 16, I opened my first Roth with the money I earned as a soccer referee. Since then, I have enjoyed managing money. It’s fun to help people reach their goals. I’ve learned that there are so many ways to help our clients beyond investments by asking questions about taxes, estate planning and insurance.

What drives you professionally?
Every person’s situation is unique. It gives us the opportunity to solve their problems. It’s fun and challenging to find solutions. I like our team approach. It’s not just me; I have other professionals in the firm I can talk to and use as a resource. We’ve all learned from Mark’s experience.

As a female senior consultant, my niche is women in transition. Historically, men have managed household finances, so when there is a death or divorce, women have to step into roles they often know little or nothing about. We educate women on the basics: how the market works, our philosophies, and setting long-term expectations. Women like working with other women. There’s more of an understanding of their goals.

I’m excited about hosting our quarterly women’s events for clients and their guests. These events are designed to be educational and fun. It gives us a chance to get to know them and for them to get to know us. We’ve seen our clients build great friendships through the connections they’ve made at these events.

If we ran into you on the weekend, you’d be…
With my husband, Matt, our son, Patrick, and our Belgian Malinois, Oliver. We love to hike and camp and have already taken Patrick to seven national parks.

Fun Facts:
I played hockey from 5th grade through college. Matt and I still play on a team in Westminster.

Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP®, Certified Financial Planner™, and the logo with the flame design, which it awards to individuals who successfully complete initial and ongoing certification requirements.

The Latest From Alexa

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