Skip to content
plan administrator

Alexis Woods

About Alexis

As our firm’s Plan Administrator, I draft documents for our asset protection and estate plans and assist clients with coordinating their assets with their plans. This entails meeting with clients, reviewing client asset information, and meticulously drafting documents to help ensure their asset protection and estate plans will work as designed. 

Many clients are initially confused by the idea of funding or coordinating assets, so I’m able to put their minds at ease by helping them through this process.

Our team goes the extra mile to help each other and our clients. I love being part of a team where I never stop learning and have excellent support to help along the way.  It is also a great feeling to help our clients make sure they and their families are secure for their future and will be taken care of like they want.

Alexis Woods Headshot


My professional career began in retail management after graduating from South Dakota State University with a Bachelor of Science in Consumer Affairs with a specialization in Consumer Services Management. I grew up in Lennox, SD and love the small-town life. My husband and I recently welcomed our first baby and he is our whole world. We couldn’t be happier or more grateful to have such a happy healthy baby boy! We also have 2 dogs Ella, a Pomeranian, and Nala, a Beagle/Lab mix. My favorite days off are spent with my family/dogs. I also enjoy playing volleyball, golfing, attending my husband’s softball games, kayaking, catching up with friends, or just relaxing at home watching Netflix!


  • Food- Italian food
  • Movie- Bring it On or Sweet Home Alabama
  • Sport- Volleyball
  • Place- At home with my family or at a resort with my husband

More Team Members

Request Free Consultation

Have Questions?