Alexis Houlihan, CFP®

Wealth Management Advisor

Alexis (“Lexi”) is a Wealth Management Advisor at Godsey & Gibb Wealth Management, where she partners with individuals and families to create personalized investment strategies and comprehensive financial plans aligned with their short- and long-term goals. Through her relationship-driven approach, Lexi blends technical insight with proactive planning to help clients navigate complex situations or life transitions to make informed decisions with added confidence. In addition, Lexi prioritizes clear communication and close collaboration with both clients and internal teams to deliver a cohesive, high-touch experience.

With over eight years of experience in the financial services industry, Lexi brings a well-rounded background that bridges both portfolio management and financial planning. She specializes in aligning financial strategy with client goals, offering personalized guidance through every life stage. Her strength lies in balancing long-term planning with practical next steps, helping clients move forward with clarity and understanding.

Lexi’s background offers a unique perspective to her approach as a Wealth Management Advisor. Prior to stepping into her current role, she supported clients in several capacities at Godsey & Gibb. She originally joined the firm’s Portfolio Management team, where she collaborated closely with advisors to translate client goals into tailored investment strategies, supported portfolio implementation and account transitions, and communicated investment decisions in a client-focused manner. After earning her CFP® designation, Lexi transitioned into a Financial Planning Advisor role, where she deepened her work with clients through personalized planning and long-term strategy development. Lexi also brings prior experience as a financial analyst at a regional investment advisory firm and from her early career at a credit union.

A Virginia native, Lexi earned her Bachelor of Science in Finance from Virginia Tech, where she completed the CFP® certification track. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds her FINRA Series 65 license, and is an active member of the Financial Planning Association of Richmond.

Outside of work, Lexi enjoys yoga, creating art, spending time by the water, and cheering on the Virginia Tech Hokies. She lives in Richmond with her husband, Zach, their young son, James, and their two dogs, Louie and Penelope.