Meet our Team
Founder and CEO
Roberta Keller wants to work with curious people – the people who ask, ‘Why?’ while aligning their money with their values. She is passionate about helping women innovate their money mindset so they can thrive – despite what they’ve been taught by societal norms. Her own vision in business focuses on transparency, integrity, and encouraging purpose-driven living. Alexis Advisors is one of the region’s first B-Corp-certified advisory firms.
Roberta Keller believes that every dollar invested has an impact – both for individuals and for our world. Her goal has been to build a business that integrates her institutional money management experience with her yoga and mindfulness practices.
Her extensive background in institutional money management – from Wall Street to Connecticut to London – has led her to create proprietary portfolios that strive to participate in bull markets and minimize the negative impact of catastrophic stock market losses, while also aiming to curtail negative impacts on the planet.*
In addition to her purpose-driven work, Roberta thrives through her passions for Ayurvedic wellness, yoga, nature and end enjoys her board service with The Innerwork Center.
Ann is driven by a desire to help people and help our planet.
At Alexis Advisors, Ann keeps the trains running on time and assists with strategic operational initiatives. She has over 20 years of experience keeping companies and large organizations running effectively and efficiently.
Ann is serious about improving the quality of our planet. She is converting her gardens to a chemical-free environment with a focus on pollinator-friendly native plants.
When she’s not in her yard or working, Ann and her partner, Mike love to travel, exploring new cities or cultures especially anywhere near the water.
Her life experiences have proven to her that the given options are not all of the available opportunities, and there’s always a way to customize your experience if you’re willing to think outside the box.
With a range of interests and past career aspirations, whether it’s personality tests or earning the NASM CPT certification, the common thread has been an interest in collecting and systematically organizing data for easier interpretation and to understand what’s in front of her.
From her experience of navigating financial aid and taking on student loans, her interest in finance is fueled by a desire to bridge the knowledge gap between the finance world and individuals without a finance background.
*All investments have the risk of loss. Information on the site is intended to be educational in nature, and not intended as a performance guarantee. Past performance is never a guarantee of future results.