Alexis Trevino

Concierge Associate

Lenexa, KS

Department: Concierge

Experience: Wealth Management since 2017

Education: Bachelor’s degree in English from Texas A&M University – Corpus Christi (she’s currently attending TAMUCC to earn her MBA)

Alexis connects with prospective clients—providing a professional overview of Modern Wealth’s services—and schedules quality appointments for advisors. She joined the Modern Wealth team in November 2024 and enjoys her role with Modern Wealth’s organic growth team.

Alexis started her career at United Capital in 2017 until Goldman Sachs acquired UC in 2019. Outside of work, she enjoys yoga, hiking, water activities (she’s scuba certified), and playing PokemonGo every day. She loves spending time with her five nephews, especially playing soccer and going to the beach. A fun fact about Alexis is that she has 12 siblings.

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