Alexandra Rogers brings a unique blend of experience in financial planning, public service, environmental sustainability, and digital marketing. With more than four years of experience in the financial services industry, she specializes in paraplanning, operational support, and marketing initiatives.

Education

Bachelor of Arts in Political Science and Environmental Science

Master of Science in Environmental Sustainability

Master of Science in Biotechnology for Environmental Sustainability

Professional Background

Alex has worked at both the White House and the U.S. Department of Energy, where she contributed to energy policy and sustainability initiatives. Following her tenure in the public sector, she transitioned into the financial services industry, where she has spent more than four years specializing in paraplanning and client services.

With her background in sustainable energy, Alex also plays an important role in supporting the firm’s Environmental, Social, and Governance (ESG) investment research by conducting in-depth analyses of companies and investment strategies.

In addition to supporting financial planning, Alex leads many of the firm’s marketing initiatives, including website strategy, educational content, social media, and client communications, helping make complex financial topics more accessible to federal employees and retirees.

Areas of Expertise

• Financial Planning Support

• Paraplanning

• Client Service & Operations

• Financial Plan Preparation

• Digital Marketing & Communications

• Federal Employee Financial Planning Support

Outside the Office

When she’s not working, Alex enjoys traveling, staying active, and competing in endurance events, including obstacle course races. Having grown up as a Navy Brat in Italy and spent more than 15 years living in Europe, she is fluent in Italian and enjoys experiencing new cultures and spending time with her husband.