Alexis R Mumford

Some of my favorite conversations have occurred around the dinner table. Growing up, we talked about our good days and bad, shared our ideas and visions for the future; we made a lot of big decisions and came to solutions to complex problems. While my table has evolved over the years, my approach to communication has remained the same: come, sit down, let's talk.

My approach to financial advisement mirrors my family's dinner table. As your financial advisor, I want to know what keeps you up at night and what gets you out of bed in the morning. Using an established...