Alexis Houlihan, CFP®
Associate Financial Planning Advisor
Lexi joined Godsey & Gibb Wealth Management in 2017 as a Portfolio Manager where she worked to develop and implement portfolio strategies for Godsey & Gibb clients. Lexi has previous financial services experience as a financial analyst at a regional investment advisory firm. Since then, Lexi has transitioned to helping the firm’s clients with their financial planning needs as an Associate Financial Planning Advisor.
Lexi majored in Finance at Virginia Tech, and completed the CFP Certification Education Track which involved completion of a wide range of finance-related courses at Virginia Tech, including tax planning, investment planning and retirement planning. Lexi’s education allows her to take a broader view of a client’s financial life and the role portfolio management takes in achieving the client’s goals.
Lexi is a Virginia native, growing up in Leesburg in northern Virginia. In her free time, Lexi enjoys being outdoors, spending time with her family and friends, and of course, cheering on the VT Hokies!