Notary Commission Number #2388324
Education
Studied at Santa Clara University
Commission #2388324
Get To Know Alexis
Since 2015, Tomren Wealth Management has been more than a workplace for me; it has been a calling and a community. Growing up in the San Francisco South Bay, I was immersed in a rich diversity of people and life stories.
My career began with 20+ years as a corporate trainer for elite retail and financial companies, where I refined my ability to design experiences that go beyond transactions and create true impact. Today, as COO of Tomren Wealth Management, I bring that same vision to every aspect of our operations. My role is analytical and human: ensuring compliance and efficiency while also building a culture of care where clients and team members feel genuinely valued.
I believe in hiring people who are more than a résumé and embody integrity, kindness, and authenticity. In an increasingly fast-paced and technology-driven world, we intentionally slow down enough to connect as human beings. The moments that matter most are often small but profound: a client breathing a sigh of relief after a time-sensitive issue is resolved, a team member going the extra mile to ensure someone feels acknowledged. These moments confirm that we are not just doing the right work but with the right intention.
Beyond the office, I continue to expand my horizons and mind by consistently enrolling in educational courses. I’m passionate about holistic healing, nature retreats, and exploring practices that broaden my perspective and my ability to serve. My greatest joy comes from spending time with my two extraordinary adult sons, traveling across this beautiful country, hiking California’s trails, and finding renewal by the ocean.
Growth is a lifelong path. Striving to be the best version of myself ensures that everything I touch, whether my family, my team, or our clients, flourishes with the same integrity, heart, and care that define my purpose.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.