In this fast-paced industry, stability is essential to efficient and successful business operations. This is where Claire’s task-oriented approach, along with her impeccable organization skills, allows Crux Wealth Advisors to streamline all business efforts. As the Director of Operations for CWA, Claire brings a specialized set of skills to her role. She naturally gravitates toward taking on many responsibilities at once, which prepared her for the nonstop pace that her position requires.
Before joining Crux Wealth Advisors, she started at Ameriprise Financial where she worked her way up to become a Financial Advisor. Helping others has always been a top priority for Claire, and she considers herself fortunate to work in a career where she can play a part in assisting others to establish financial stability.
Claire enjoys the diversity of her role, meaning that no two days are the same. She is invested in the organization and works tirelessly to give Crux Wealth Advisors the tools that will help to ensure the well-being of clients. Her positive attitude is contagious and is carried throughout the organization. In addition to running operations, Claire is also the leading team member for insurance services.
She understands the industry and therefore knows how to operate the business in a way that will work best for clients and the Crux Wealth Advisors team. Claire graduated from Mississippi State University in 2013. She earned a bachelor’s degree from the School of Human Sciences, with minors in business administration and marketing.
Growing up on a farm in Mississippi shaped me into the driven person I am today, but I always knew that I wanted to eventually leave and make an impact on something bigger than myself. After graduating college, I was fortunate to earn several fantastic internships and job opportunities, which led me to California. There wasn’t a doubt in my mind that pursuing my dreams meant I had to leave home.
My husband, Travis and I have been incredibly lucky to have built a life in both Washington and California. We married in August 2017 and together we’ve enjoyed our busy lives and embraced spontaneous adventures. Whether it is traveling, hiking, fishing, camping, snowboarding, or exploring new places near and far, remaining active is crucial to us. In October 2021, we welcomed our first daughter, Kaia Lee Alexander. Traveling remains of high importance – in her short life, she has visited a new state/country each month so far and we hope to continue the trend!
Our active lifestyle keeps us on the go, but family remains our highest priority. Another important family member you will see lounging around the office is our King Charles Spaniel, Delanie. Our Labradoodle, Knox, is our ball of energy and keeps us on our toes. They bring great joy to our lives!
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.