Director of Operations
As the Director of Operations, Alix supports the development and management of MWJ Wealth Strategies, LLC. Ever focused on the team approach, Alix continually looks for ways to align details with people for a positive client experience. Her role includes assisting with compliance, client relations by assisting with account openings, fund transfers and other client account servicing needs. In addition, she provides support to the team's advisors by handling key administrative and servicing functions. She is your connection in our office if you are not able to reach Michael.