About Us
Alexi Howie, CFP®, CDFA®
Wealth Advisor
Alexi Howie is a Certified Financial Planner with over 20 years of industry experience providing her clients with personalized wealth management and financial planning services. She prides herself on knowing the answers to the difficult questions, so her clients don’t have to.
Alexi is a Certified Divorce Financial Analyst® and has undergone rigorous training to support those needing to divide assets and determine financial decisions that will affect the next step of their lives. She loves helping successful individuals and families reach their financial goals and thinks of them as members of her own family. Alexi especially loves attending her clients’ significant events to celebrate their unique successes and important milestones.
Alexi has a bachelor’s degree in Business Finance and Management from San Jose State University in California. She also holds the Certified Financial Planner® certification, which requires rigorous training in every area of personal finance, including investment management, retirement planning, insurance planning, tax planning, and estate planning.
Alexi currently lives in Henderson, Nevada with her husband, two children and three dogs. She loves to travel internationally as often as possible and has visited 22 countries with Bali, Costa Rica and Tahiti being tied for her favorite.
Kyle Price, CFP®
Wealth Advisor
Kyle began his career in financial services in 2009, with a mission to help people cultivate a plan to manage wealth based on their values and goals. With over a decade of experience, Kyle has navigated clients through various economic climates, offering strategies tailored to each client’s unique aspirations. He helps people not only make progress, but find confidence, balance, and peace along the way. He finds joy in his career by developing long-lasting relationships based on open communication and continually providing ongoing support and guidance.
He holds a Bachelor of Science in Business Administration with an emphasis in Finance from UNLV. He also holds the distinguished CERTIFIED FINANCIAL PLANNER™ designation, which requires rigorous training in every area of personal finance, including investment management, retirement planning, insurance planning, tax planning, and estate planning.
Kyle’s personal family experience has led him to be an active contributor to the Pancreatic Cancer Action Network in an effort to raise awareness within the community.
On a personal note…
- Kyle was born and raised in Henderson, Nevada, where he married his high school sweetheart, Brittany. They continue to make Henderson their home, where they are raising their two very active children.
- He grew up as an avid baseball player and in 2003 had the honor of being drafted by the Atlanta Braves in Major League Baseball’s First Year Player draft. However, he chose not to sign a professional contract, as his father was in the late stages of his battle with pancreatic cancer, so he stayed in Henderson to provide support to his family.
- Despite Kyle’s passion for baseball, he has recently also developed a love for hockey since his son plays for the Vegas Junior Golden Knights. As much as his daughter loves getting cross-checked on the ice by her brother, she prefers competing in figure skating and cheerleading.
Our Approch
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Introductory Consultation- In our initial meeting we will get to know each other and review your financial goals. This meeting will allow us to plan a strategy that fits your future needs.
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Plan Development & Strategy- This is a tailored plan addressing the unique needs of each individual client. We will work together to ensure you are comfortable with our approach toward planning your future.
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Plan Implementation- Once the strategy is approved by the client we will begin implementation of the plan. This is where you sit back and let us use our expertise on your behalf.
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Investment Management- We regularly monitor progress of accounts to ensure alignment with the initial strategic plan while making recommendations and adjustments as needed.