Alexis Pedersen

Client Services Associate

Alexis Pedersen is a client services associate at Octavia Wealth Advisors. A born organizer, she’s a spreadsheet aficionado who keeps every transaction on track. Her goal is to make sure that Octavia clients feel well cared for and free from worry or stress. Alexis also loves communicating with people and helping to create events where she can personally interact with clients. Being inspired by others in the industry is an important part of how she strives to continually improve on her client service and relationship building skills.

Before joining Octavia in 2023, Alexis served as director of client services at Shusterman Wealth Management where she created a firm-wide organizational tracking system. Prior to that, she worked at IP FinTech Solutions, LLC.

Alexis attended California State Polytechnic University in Pomona, CA as a business accounting major.

On the personal side

An accomplished barrel racer and horse roper, Alexis loves taking part in rodeos! She’s also a nature lover who enjoys camping and everything else the outdoors offers. Traveling and spending time with her parents and brothers is another of her passions. In less strenuous moments, Alexis can be found reading one of the four to six books she devours every week.