Who We Are


Alexandra Leonardi

Marketing Associate

Alexandra is a highly motivated and creative marketing associate, bringing a wealth of knowledge and expertise to our team. She holds a bachelor’s degree in Marketing from Texas Tech, where she developed a deep understanding of marketing strategy, market research, and consumer behavior.

With a passion for marketing and a talent for creative thinking, Alexandra is always looking for innovative ways to engage our clients and drive business growth. She has a keen eye for detail and a natural talent for crafting compelling visuals that resonate with our customers. She works closely with our sales and product teams to ensure that our marketing efforts align with our business goals and support our overall strategy.

Alexandra is responsible for executing campaigns across various channels, including email, social media, and print advertising. She is not afraid to take risks and try out new approaches to reach our target audience, keeping a close eye on emerging trends and opportunities in the digital landscape.

In addition to her work, Alexandra is passionate about living an active and healthy lifestyle. She enjoys exploring the city's food scene, trying out new restaurants and cuisines, and staying active by practicing yoga and hiking.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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