Alexa Kane, CFP®, CDFA™
Senior Financial Consultant
As a CERTIFIED FINANCIAL PLANNER™ professional, Alexa develops holistic financial plans to meet the clients’ needs and wants. She reviews all relevant aspects of the clients’ financial situations to ensure her recommendations reflect her clients’ best interests. Alexa works to manage client investment portfolios and provide advice around retirement planning, insurance, estate and tax planning. Alexa enjoys working with women in transition. She works with women nearing retirement, going through a divorce or experiencing a family loss. Her CDFA gives her valuable knowledge to help clients navigate divorce and empowers them to make educated and prudent financial decisions. Prior to joining the firm, Alexa worked as a financial representative for Eagle Valley Investments.
Alexa holds a Bachelor of Science in Consumer Affairs with a Family Financial Management Specialization from South Dakota State University, as well as the General Securities Representative (Series 7), and Uniform Combined State Law Examination (Series 66) licenses. Alexa and her husband Matt have a son, Patrick, and a Belgian Malinois, Oliver. They love taking them hiking, camping and exploring all that Colorado has to offer. Alexa and Matt also enjoy watching and playing ice hockey (Go Bolts!).