Overview
Alexandra is a Financial Advisor dedicated to helping executives, individuals, and families make informed decisions throughout every stage of their financial journeys. She takes a thoughtful, personalized approach to understanding each client’s goals, priorities, and unique circumstances before developing strategies tailored to their needs.
She strives to provide a holistic planning experience that considers every aspect of a client’s financial life, from investment management and retirement strategies to tax considerations and long-term wealth accumulation. Alexandra understands that financial planning can feel complex or overwhelming, and she works to make the process clear, organized, and approachable.
Alexandra places a strong emphasis on building lasting relationships rooted in trust, open communication, and attentive service. She values the opportunity to serve as a reliable resource for her clients, helping them navigate important financial decisions with greater clarity and confidence.
Alexandra joined QuadCap in 2025 after working in the Goldman Sachs Ayco Financial Wellness division, where she developed a strong foundation in comprehensive financial planning and client service.
As part of the QuadCap team, Alexandra collaborates with fellow advisors and planning professionals to deliver thoughtful, coordinated guidance that addresses each client’s complete financial picture.
Alexandra welcomes the opportunity to understand your goals and help you move forward with confidence.
Outside The Office
Originally from Louisiana, Alex now calls Frisco home. She met her fiancé, Winn, while attending the University of Mississippi, and they are both proud Ole Miss alumni. Their shared love for the university frequently brings them back to Oxford, where they enjoy cheering on the Rebels at football and baseball games.
Closer to home, Alex and Winn enjoy taking walks, trying new restaurants, and attending sporting events throughout the Dallas area. Alex also loves traveling and exploring new places, whether it is a weekend getaway or a new destination.
When she is not planning her next trip or Ole Miss game, Alex enjoys spending time with family and friends, as well as relaxing at home with her rescue cat, Leo, who has quickly become a beloved part of her life.