About Me
Hi, I’m Alexis, a seasoned Certified Public Accountant (CPA) with over 15 years of experience in the financial industry. My journey began at the prestigious Ernst and Young in the bustling heart of New York City, where I honed my skills and learned from the best.
From Numbers to People
I always had a knack for numbers. Math was my playground, but during my undergraduate years at Johns Hopkins University, something shifted. I became captivated by the intricacies of social sciences and the fascinating world of the human psyche. People—our motivations, behaviors, and dreams—became my focus.
A Transformative Decision
After graduation, I found myself at a crossroads. The industry I had entered felt less fulfilling than I’d hoped. It was then that I decided to follow in my father’s footsteps. Armed with determination, I pursued my MBA in Accounting and earned my CPA accreditation. The decision was transformative—I discovered my true passion lay in connecting with people, not just crunching numbers.
Guiding Financial Success
My time at Ernst and Young was both rewarding and educational. I worked alongside brilliant minds, solving complex financial puzzles. But now, as an independent CPA, I find joy in building lasting relationships with my clients. I’m not just their accountant; I’m their trusted advisor. Whether it’s maximizing tax advantages, navigating financial challenges, or planning for the future, I’m here to guide them toward success.
On East Putnam Avenue, across from Whole Foods and Greenwich YMCA