Meet our Team
Founder and CEO
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, enjoys her board service with The Innerwork Center, and as Trustee for the Richmond Memorial Health Foundation.
Samantha Vicchiarelli, ChFC®
Associate Advisor / FINANCIAL PLANNER
Samantha is focused on helping people take control of their financial futures. She strives to empower clients with the financial literacy skills they need to make informed decisions and achieve financial freedom.
After those closest to her suffered from a lack of financial preparedness during a recession, she became interested in finance. While pursuing her degree in Financial Planning, she volunteered with those experiencing hardship and organized financial literacy events. Starting in 2015, she worked with a diverse range of clients at Merrill Lynch Wealth Management – including families and businesses in different stages of their financial journeys.
Samantha is constantly expanding her skills: she earned the Chartered Financial Consultant® designation and an MBA from Stockton University. At Alexis Advisors, she uses her expertise and experience to help clients achieve their goals through comprehensive financial planning services.
Samantha recently relocated to Virginia from New Jersey. She enjoys exploring the great outdoors, snowboarding, and traveling with family and friends when she isn’t in the office.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
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.
Alina Dovganetskiy, FPQP®
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 understanding of 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.
Financial Paraplanner Qualified Professional™ FPQP®, and the FPQP® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
*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.